Personalized Service - Expert Advice


Determining your unique financial goals requires a personalized and experienced approach.

Specializing in:

  • Discretionary portfolio management through our Private Investment Management (PIM) program

  • Tax-efficient Investment Portfolios geared toward preservation of capital

  • Full Service Wealth Management

  • Retirement Income planning

  • Inter-generational Wealth Transfer

  • With special expertise in dealing with issues of Farm and Business Owner/Operators

Ask a Portfolio Manager a direct question.

View CLIENT TESTIMONIALS to see what our clients are saying about The Belous Private Wealth Management Group.

Paul Belous, CIM

Senior Portfolio Manager

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