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.
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
Investment Advisor
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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