Professional Wealth Management


Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

Our reputation as Canada's leading full-service investment firm, our comprehensive range of wealth management solutions and our personalized approach are just a few of the reasons why clients choose to work with us.

Some Examples of Clients We Help...

  • Business Owners who need assistance managing personal and business assets

  • Professionals and Executives looking to free their time to focus on personal and career goals

  • Incorporated Medical Professionals seeking guidance with the many complexities of their personal, corporation, hold co. and family trusts.

  • Families requiring innovative strategies to maximize their investment portfolios.

Our personalized wealth management approach can help you build wealth, plan and enjoy a successful retirement, create a lasting legacy, make a difference with your charity of choice, or achieve other personal goals you may have.

Our reputation is based on integrity, consistency, and helping you meet your goals.  Contact Jeffrey Wellwood today for a complimentary consultation or to learn more about our process.  

Important notices

Jeffrey Wellwood, CFP®, CIM

Vice-President & Portfolio Manager

416-699-4511 | Email me

Latest insights

Is the Fed on the road to raising interest rates?

Jun 18, 2021 | Atul Bhatia, CFA

The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.

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Running-on-full-advisor-in-page

Can the Financials sector keep the rally going?

Jun 10, 2021 | Kelly Bogdanova

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

Read more