The Mike Candeloro Wealth Management Group specializes in providing customized investment solutions through either our traditional investment advisory service or through Private Investment Management - our highest level of discretionary investment management.
If you are faced with the complexities of managing a large investment portfolio, you may appreciate the convenience of engaging the services of a professional investment manager directly.
Confidence In Us
Clear Understanding of You
Investment Philosophy
- Maintain Objectivity
- Manage Risk
- Tax Smart Investing
Wealth Management Process
- Discover
- Propose
- Implement
- Monitor
Simplicity and Convenience for You
Services
- Financial Planning
- Will and Estate
- Insurance
- Investment Policy Statement
Concierge
- DS Online
- Real time security update
- Dealing with you financial services team on your behalf
- Coordinating with RBC partners
