Home - Strategic Private Wealth

Pension Style Wealth Management

Prudent, Probable & Predictable.

With over 40 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.

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Why Our Clients Choose Us

Our level of prestige comes from years of commitment to a paradigm shift in our understanding of how true wealth is earned and kept. Strategic Private Wealth Counsel has developed a structured system to explain concepts in such a way that our clients can clearly understand how to rethink financial knowledge that they had held true for most of their lives.

EDUCATION

We have 6-8 education events annually. Hosted by VP's from various IM's such as Willoughby, Fidelity, and Blackrock.

Pension Style Investment Philosophy

Our Investment Philosophy covers the Public Markets, Alternative Investments, and Real Estate to name a few.

Team Approach

We have Portfolio Managers, Financial Planners, Associate Avisors, an Office Manager, and Assistants to assist your needs.

CUSTOMIZED PERSONAL FINANCIAL PLANS

All clients recieve a personalized financial plan highlighting the most tax efficient accumulation and draw down strategies.

Expertise in Alternative Investments

2019 Finalist Advisor of the Year: Alternatives - Wealth Professional Magazine Canada. Portfolio Manager of Canada’s first Multi-Strategy Alternative Investment Fund.