We provide access to quality wealth managers.
Whether you’re looking for your first wealth manager or thinking about making a change, Wealth Management Canada can help. With in-depth industry knowledge and over 25 years of combined experience, our experts can help you identify which firms are best suited for your unique situation.
How it works:
- We identify the best wealth managers through our research process.
- We work with you to understand your needs.
- We narrow down a short list of wealth management companies best suited to your situation.
- We supply you with the names of the firms for your review
- We connect you with the firms you’ve selected by introducing you to the right people.
Our process is completely confidential.
We do not share your information with anyone outside of Wealth Management Canada. We will only provide your contact information to a wealth manager if you decide that you’d like us to make the introduction.
You are under no obligation.
We’re here to provide you with as much information as we can to enable you to make informed decisions best for you and your situation. If at any point you decide you don’t want to proceed, that’s perfectly ok. We’re confident that at the very least you will walk away with answers to your questions and a better understanding of wealth management.