PWM Private Wealth Counsel is home to a proprietary process that puts all the pieces of the financial puzzle together. We exemplify a true holistic approach, providing complete in-house integration of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services.
The world of finance has seen dramatic change, disruption and innovation over the past quarter-century, with three key factors standing out as most consequential for Canadian investors:
Wealth management involves so much more than managing investments. Our holistic approach puts all of the pieces of the financial puzzle together, giving you peace of mind and allowing you the freedom to focus on the things that really matter.
For family’s wishing to take advantage of our complementary planning service, we understand that your time is valuable and that the process can feel overwhelming. Based on your needs, our advisors would typically take you through the following process to ensure we meet your financial objectives.
While we are happy to meet in person, should you wish to meet virtually, our secure screen sharing meetings are a great alternative.