Located in North York, Wagman and Associates Wealth Management has a primary focus of providing specific and personalized comprehensive wealth management strategies to high net-worth individuals, families and business owners.
By working in collaboration with our in-house experts, our mission is to provide comprehensive wealth management services to our clients. Using a process that first looks to understand the goals our clients have, and in working with our external team members, we create a personalized service plan that addresses communication, personal financial planning, insurance, and will and estate planning.
Among the individuals and families we work with, our clients include a number of business owners who are looking for an inter-generational wealth planning strategy, and a number of our clients also include high net-worth individuals and executives who require assistance with their personal and financial needs and are looking to protect, enhance, enjoy and transfer their wealth.
To learn more about how we work alongside our clients to help them achieve their financial goals:
Contact our team >