Wealth Management

All-encompassing planning with measurable outcomes

 

At Wilkie Wealth Management, we pride ourselves on coordinating all aspects of your financial life and tracking your progress towards your goals. The result is a clear plan for your future, increased security, and the freedom to focus on what matters most to you.

Put simply, our clients benefit from a wealth management approach that is:

Through in-depth conversations and depending on your unique needs, we ensure your wealth planning is comprehensive by providing strategic support in all pertinent aspects of your wealth including financial planning, estate planning, insurance planning, tax planning, retirement planning, and more.

Once the parameters of your comprehensive plan are established, we leverage the skills of our dedicated wealth associate, Jessica Kang, to act as the “glue” that brings all pieces of your puzzle together – providing our team with the information and updates we need to provide truly tailored advice.

With over 100 years of combined experience and industry-leading credentials, our team has encountered a wide range of wealth, business, and family-related circumstances that empower us to anticipate needs, overcome challenges, and provide proactive advice for true peace of mind.

To ensure you’re tracking towards your goals as efficiently and effectively as possible, we take great care to set milestones, measure the outcomes, and make strategic adjustments to your overarching plan along the way so that you, your family, and your wealth are protected for generations to come.

A picture of a sailboat next to a wealth management team collaborating.

Investment management

Pension-style investing with a personal touch

 

Our pension-style approach to investment management – which expertly balances growth and risk to secure your financial future – is based around your income needs, risk appetite, time horizon, and other key factors in your investment policy statement (IPS).

Put simply, our clients benefit from an investment portfolio that is:

We work diligently and collaboratively to uncover your short- and long-term objectives, rate of return, risk tolerance, investment period, and asset allocation in order to build a personalized portfolio that is truly reflective of your values and propels you and your family towards your goals.

As part of your personalized strategy, we leverage the knowledge of our experienced team to thoughtfully diversify your portfolio across different asset classes, industries, and geographies in order to protect against risk, grow your wealth, and provide true security moving forward.

Combining our own in-depth knowledge of the markets and financial trends with that of leading analysts from RBC and beyond, we ensure your investment advice is always up to date, backed by rigorous research, and completely centered on the best interests and long-term goals of you and your family.

We regularly review your overarching wealth plan and investment strategy to align with your ever-changing life circumstances, family dynamics, and financial goals, ensuring your strategy is reflective of today while still positioning you to accomplish your dreams tomorrow.

A picture of clients working with their financial advisor next to a picture of clients on a walk in a forest.

Wealth Management

All-encompassing planning with measurable outcomes

 

At Wilkie Wealth Management, we pride ourselves on coordinating all aspects of your financial life and tracking your progress towards your goals. The result is a clear plan for your future, increased security, and the freedom to focus on what matters most to you.

Put simply, our clients benefit from a wealth management approach that is:

Through in-depth conversations and depending on your unique needs, we ensure your wealth planning is comprehensive by providing strategic support in all pertinent aspects of your wealth including financial planning, estate planning, insurance planning, tax planning, retirement planning, and more.

Once the parameters of your comprehensive plan are established, we leverage the skills of our dedicated wealth associate, Jessica Kang, to act as the “glue” that brings all pieces of your puzzle together – providing our team with the information and updates we need to provide truly tailored advice.

With over 100 years of combined experience and industry-leading credentials, our team has encountered a wide range of wealth, business, and family-related circumstances that empower us to anticipate needs, overcome challenges, and provide proactive advice for true peace of mind.

To ensure you’re tracking towards your goals as efficiently and effectively as possible, we take great care to set milestones, measure the outcomes, and make strategic adjustments to your overarching plan along the way so that you, your family, and your wealth are protected for generations to come.

A picture of a sailboat next to a wealth management team collaborating, next to clients working with their financial advisor, next to a picture of clients on a walk in a forest.

Investment management

Pension-style investing with a personal touch

 

Our pension-style approach to investment management – which expertly balances growth and risk to secure your financial future – is based around your income needs, risk appetite, time horizon, and other key factors in your investment policy statement (IPS).

Put simply, our clients benefit from an investment portfolio that is:

We work diligently and collaboratively to uncover your short- and long-term objectives, rate of return, risk tolerance, investment period, and asset allocation in order to build a personalized portfolio that is truly reflective of your values and propels you and your family towards your goals.

As part of your personalized strategy, we leverage the knowledge of our experienced team to thoughtfully diversify your portfolio across different asset classes, industries, and geographies in order to protect against risk, grow your wealth, and provide true security moving forward.

Combining our own in-depth knowledge of the markets and financial trends with that of leading analysts from RBC and beyond, we ensure your investment advice is always up to date, backed by rigorous research, and completely centered on the best interests and long-term goals of you and your family.

We regularly review your overarching wealth plan and investment strategy to align with your ever-changing life circumstances, family dynamics, and financial goals, ensuring your strategy is reflective of today while still positioning you to accomplish your dreams tomorrow.

Wealth Management

All-encompassing planning with measurable outcomes

 

At Wilkie Wealth Management, we pride ourselves on coordinating all aspects of your financial life and tracking your progress towards your goals. The result is a clear plan for your future, increased security, and the freedom to focus on what matters most to you.

Put simply, our clients benefit from a wealth management approach that is:

Through in-depth conversations and depending on your unique needs, we ensure your wealth planning is comprehensive by providing strategic support in all pertinent aspects of your wealth including financial planning, estate planning, insurance planning, tax planning, retirement planning, and more.

Once the parameters of your comprehensive plan are established, we leverage the skills of our dedicated wealth associate, Jessica Kang, to act as the “glue” that brings all pieces of your puzzle together – providing our team with the information and updates we need to provide truly tailored advice.

With over 100 years of combined experience and industry-leading credentials, our team has encountered a wide range of wealth, business, and family-related circumstances that empower us to anticipate needs, overcome challenges, and provide proactive advice for true peace of mind.

To ensure you’re tracking towards your goals as efficiently and effectively as possible, we take great care to set milestones, measure the outcomes, and make strategic adjustments to your overarching plan along the way so that you, your family, and your wealth are protected for generations to come.

A picture of a sailboat next to a wealth management team collaborating, next to clients working with their financial advisor, next to a picture of clients on a walk in a forest.

Investment management

Pension-style investing with a personal touch

 

Our pension-style approach to investment management – which expertly balances growth and risk to secure your financial future – is based around your income needs, risk appetite, time horizon, and other key factors in your investment policy statement (IPS).

Put simply, our clients benefit from an investment portfolio that is:

We work diligently and collaboratively to uncover your short- and long-term objectives, rate of return, risk tolerance, investment period, and asset allocation in order to build a personalized portfolio that is truly reflective of your values and propels you and your family towards your goals.

As part of your personalized strategy, we leverage the knowledge of our experienced team to thoughtfully diversify your portfolio across different asset classes, industries, and geographies in order to protect against risk, grow your wealth, and provide true security moving forward.

Combining our own in-depth knowledge of the markets and financial trends with that of leading analysts from RBC and beyond, we ensure your investment advice is always up to date, backed by rigorous research, and completely centered on the best interests and long-term goals of you and your family.

We regularly review your overarching wealth plan and investment strategy to align with your ever-changing life circumstances, family dynamics, and financial goals, ensuring your strategy is reflective of today while still positioning you to accomplish your dreams tomorrow.

Life is complex –
your financial life shouldn’t be.

 

Discover how our experienced and knowledgeable team can help.

Get in touch