Concierge Wealth Management is Canada’s independent financial services firm. We take an innovative and total approach to wealth management to help you realize your long-term goals and provide the tools to make them a reality.
The concept of Concierge Wealth is inspired by the role of a Concierge during the Dark Ages. The Concierge was the custodian of a village and provided guidance, solutions, and safety to the community. Today, Concierge Wealth Management uses similar principles to offer solution-driven advisory and tailor-made personalized service.
Our mission is to serve and educate Canadians about all areas of wealth. Our team of passionate and skilled advisors is devoted to helping you make informed financial decisions to chart your own future, protect your families and grow your wealth.
We know how to succeed in challenging financial situations and want to pass on that knowledge onto you. We are most proud of our pro-bono work in the community, where we offer free financial advice to those in need.
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Life is full of surprises. If you’re faced with a sudden turn of events, don’t be unprepared. At Concierge Wealth, we’re devoted to helping you plan for the future and protect your family.
We’ll do a deep dive into your life and finances to help you answer the important questions. Do you have a plan in place if a loved one passes away unexpectedly? Do you have an Estate plan and the proper type of insurance?
If you don’t have the answers just yet, that’s okay. Our team will shine a light on places of uncertainty and offer personalized solutions to help you plan, protect and grow your wealth. You can trust us to take care of your best interests.
Simon Garner is an accomplished financial advisor with over 3 decades of international experience. His professional expertise in educating clients on wealth management ranges from tax, accounting, investments, insurance, and more. Simon specializes in having all aspects of finance work in harmony to produce a total financial solution for his clients.
In 2014, he designed and built a unique software program that encompasses all areas of specialization in financial services. In addition, Simon was awarded the coveted National Financial Services Dealer of the Year Award twice in his career.
Simon’s passion for helping others stems from his own life experiences and battles with financial hardships from a young age. With his innovative thinking and tailored service offering, Simon consistently produces best-in-class solutions.
Michaella has spent the last decade in the banking industry, servicing the needs of small businesses and families. She has strong skills in anticipating her clients future needs and helping them plan ahead. Michaella is also fully bilingual in English and French.
One of Michaella’s personal passions is dancing; she founded and ran a dance school for 15 years. Michaella has two sons and is deeply committed to supporting family’s financial planning goals.
Clare is a recent graduate from the Telfer School of Management holding an Honours Bachelor of Commerce with a focus on Marketing. She also has nine years of experience in client-facing industries, which has provided her with diverse experience in business and customer service.
As Office Manager, she supports advisors by handling seamless administrative tasks and fostering clear, effective communication with clients. Personally, Clare enjoys traveling and outdoor activities.
