Strategic solutions for exponential growth.
With over 50 years of combined experience, we at Strategic Private Wealth Counsel utilize our unique skillset to examine, evaluate, guide and maintain our client’s personal and corporate financial well-being to achieve true wealth. Our passion for investment management, portfolio construction, alternative investments, tax planning, and High Net Worth Personal Financial Planning allows us to find unique strategies and opportunities for our clients. Our goal is to find financial solutions for client’s unique situation and ultimately help them achieve their goals and reach financial freedom.
All clients have the opportunity to have a personalized financial plan created highlighting the most tax-efficient accumulation and draw-down strategies.
We have Portfolio Managers, Financial Planners, Associate Advisors, an Office Manager, and Assistants to assist your needs.
Our Investment Philosophy covers the Public Markets, Alternative Investments, and Real Estate to name a few.
We take our clients expectations very seriously. We deliver what we promise, plain and simple.
Our clients have access to Willoughby Asset Management’s line of Alternative Investments, which were among the first in Canada to be made available to non-institutional investors.
We have 6-8 education events annually. Hosted by VP’s from various IM’s such as Willoughby, Fidelity, and Blackrock.
Managing your net worth involves much more than your investment accounts. The integrated, multilayered approach encompasses tax minimization planning, portfolio construction, and management, retirement income planning, trusts & estate preservation as well as risk management.
We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.
Portfolio Manager
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
Strategic Private Wealth Counsel. Embodying a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.
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