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

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Latest insights

What message is stock market volatility sending?

Jul 23, 2021 | Kelly Bogdanova

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means equity investors.

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Does the bond market care about inflation?

Jul 16, 2021 | Atul Bhatia, CFA

Treasuries have rallied despite record inflation and the Fed’s accommodative policies. We break down the factors driving the market response.

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