Who we are:
Wealth Management Canada is a free resource for investors. We’re a team of dedicated investment professionals who believe all investors should have access to unbiased information and the best wealth managers.
How we can help you:
Are you searching for a new wealth manager, but not sure where to start?
Wealth Management Canada will guide you through this process. We will help you navigate the wealth management industry, saving you time and money, and connect you with the portfolio manager that’s right for you and your situation. We have identified the top investment management companies who share WMC’s values and always put investors interest first.
Core Values of Wealth Management Canada:
- Investor Empowerment: We aim to educate investors so they can make informed decisions about their investments and financial future.
- Integrity: We put investors first, and so do our wealth management companies.
- Honesty: We provide honest feedback and unbiased information.
- Transparency of Information: We support and promote an open, accessible, and understandable investment industry.
Our story is a simple one.
Our experience in the finance industry had taught us that many Canadians don’t have a resource to turn to when they want to make a wealth management change or simply want to know more about the Canadian investment landscape.
Dissatisfied with the lack of quality information about the industry, Steve Balaban founded Wealth Management Canada in 2014. In 2017 Wealth Management Canada welcomed Vanja Peric to the team.
United by uncompromising values and faith in the wealth management industry, Vanja and Steve set out to empower investors. Asking the right questions and being informed is essential to making good decisions. This is exactly what drives us.
We’re working hard to break down the barriers that investors face and we want to empower Canadians to have confidence in making decisions to secure their financial future. So, whether you’re an experienced investor or a beginner we’d love to hear from you to see how we might be able to help you out.