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


  • Financial Planning
  • Will and Estate
  • Insurance
  • Investment Policy Statement


  • DS Online
  • Real time security update
  • Dealing with you financial services team on your behalf
  • Coordinating with RBC partners

Important notices