Welcome to Pearson Private Wealth

Life doesn’t always follow a predictable path. Whether you're planning for retirement, navigating family wealth and financial literacy, or simply seeking greater peace of mind, you deserve a partner who can help you feel confident in every financial decision.

At Pearson Private Wealth, we bring deep expertise, time-tested strategies, and steady guidance to support you through both calm and uncertain times. With resilient discipline and a personalized approach, we help you stay on track — no matter what life brings.

Let’s make your goals happen — with a team that’s always in your corner.

 

Let's get started

Chris Pearson

Chris Pearson, CFP, CIM, FCSI

Senior Portfolio Manager & Investment Advisor

Phone Number613-566-3504
|
Email me

Tim Rae, PFP, CIM

Associate Wealth Advisor

Phone Number613-566-2045
|
Email me

 

Smart Steps. Strong Strategy.

A personalized process, built for your goals.

Step 1: Discover Your Goals

We start by understanding your goals, timeline, and risk comfort — whether you're planning for retirement, family, or a major milestone.

Step 2: Define Your Strategy

We create a clear investment plan tailored to you — including objectives, income needs, asset mix, and a framework to measure success.

Step 3: Build Your Portfolio

Your custom portfolio includes diversified investments across equities, bonds, and guaranteed assets — guided by trusted research.

Step 4: Monitor & Adjust

We review your portfolio regularly, adjust when needed, and keep you updated with transparent reporting and ongoing support.

 

 

"We have embraced a “total wealth management” approach, which encompasses investment, financial, retirement, tax, insurance and estate and intergenerational planning – in short, the entire scope of your wealth"

Chris Pearson, Senior Portfolio Manager & Investment Advisor, Pearson Private Wealth