With over 120 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.
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 , Director of Private Investment Strategy
Portfolio Manager – Harbourfront Wealth Management