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, which provides our clients with a comprehensive and sophisticated financial portfolio.
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. 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.
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.
Give us a call today at 905-707-5620 to learn how our dedicated team can strategize a stellar portfolio to keep you secure well into retirement.