About Us
At Elite Private Wealth a dedicated team is able to provide all of these strategies in house, ensuring that all strategies are working towards a common goal, while at the same time minimizing the need to work with many institutions and advisors.
Our Trusted Partners
Unlock Financial Freedom in 3 simple steps
Unlike the big banks, we take an all-encompassing approach to ensuring you receive practical advice
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.
How are We different?
maximize your income and unlock piece of mind in easy steps
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.
Give us a call today at 905-707-5620 to learn how our dedicated team can build a stellar portfolio to keep you secure well into retirement.
Dedicated Team
a dedicated team is able to provide all of these strategies in house
At Elite Private Wealth a dedicated team is able to provide all of these strategies in house, ensuring that all strategies are working towards a common goal, while at the same time minimising the need to work with many institutions and advisors.
With our clients in mind, we take pride in offering fee-based asset management. Learn about fee based investing and how working with a fee based advisor can benefit you.
Services tailored for You!
Providing details so you make the right choice the first time.
Be sure to speak with us regarding risk management strategies, such as life insurance, disability insurance, critical illness insurance, as well as retirement planning strategies including taking advantage of your tax-free savings accounts. If you’re a business owner, we offer services geared specifically for your needs such as insurance protection, private investment pools, and generational wealth transfers and estate planning.
If you feel your business can benefit from group insurance plan, Elite Private Wealth can walk you through the details so you make the right choice the first time.