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Concierge Wealth Management

Our business is built on your well-being

Life is full of uncertainties and surprises. That’s why we believe financial planning is critical to your future. We take an innovative and total approach to wealth management to help you realize your long-term goals and provide the tools to help make them a reality.

Devoted to your success

Here to serve Canadians

Our team of passionate financial advisors is dedicated to helping you make informed decisions. Our mission is to serve and educate Canadians about all aspects of wealth through valuable and personalized guidance.

Why work with us?

Total approach to wealth management

We offer best-in-class superior service. Our process is designed to plan and grow your wealth for the long term. Our hands-on approach will help you protect your assets and successfully manage your finances.

Experience

We have 20+ years of expertise in offering sophisticated advice and solutions

Knowledge

We are devoted to sharing financial knowledge based solely on your best interests

Innovation

We use fresh, innovative and quality products to advise the best possible financial outcome

Financial Planning

What does your financial future look like?

Portfolio Management

Realize a positive return on your investments

Life Insurance

Be prepared to protect your loved ones

Living Benefits Insurance

Insurance can offer benefits while you’re still living

Our Services

Trust us with all of your financial needs

Our complete approach to wealth management opens up endless opportunities for success across all areas of life.

Our Partners

What our clients are saying

Working with Simon has been a pleasurable and satisfying experience. As novice investors with many questions, Simon patiently explained the rationale, the benefits and the process of his suggested plans. He was unfailingly courteous and was able to empathize with us as first-time investors. As our confidence in Simon’s deep knowledge and background grew, so did our sense of real friendship grow. Our meetings were always cordial, much more than just business – rather a warm gathering of understanding people with whom we felt secure in sharing our lives.