Retire with Confidence and Peace of Mind
Do you know your projected retirement income? At Elite Private Wealth we start by forecasting your retirement as currently projected and then provide recommendations to maximize your retirement income, allowing you to retire with confidence and peace of mind
I want to Retire with Confidence
Not All Financial Advice is the Same
A Financial Advisor is not the same a Certified Financial Planner®. If your goal is to achieve financial success for you and your family by having a Financial Professional who analyzes and provides advice in all aspects of your Financial Plan, then working with a CFP® is for you
I want to work with a CFP ®
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Fee Based Asset Management

Benefit from increased transparency and lower investment fees by negotiating the fees you pay for advice

Portfolio Analysis

After careful analysis of your goals we build portfolio aimed at reducing risk and improving performance 

Working with a CFP®

The Certified Financial Planner® (CFP®) designation has been recognized as the standard for financial planning in Canada and around the world. 

About Elite Private Wealth

We pride ourselves on providing insightful and results-driven financial management to Canadians looking to build their wealth. Unlike the big banks, we take an all-encompassing approach to ensuring you receive practical advice when it comes to managing your finances and setting future life goals.

Our Elite Private Wealth professionals combine a mix of investment, tax and insurance strategies, with a wide range of investment options to provides our clients with a comprehensive and sophisticated financial portfolio.

Request a Free Financial Checkup

Someone from our team will get back to you within 48 hours.