Wealth Management Canada is your source for finding a wealth manager in Canada.
Who we are:
Wealth Management Canada is a free resource for investors. We’re a team of dedicated investment professionals who believe all investors should have access to unbiased information and the best wealth managers.
What we do:
Wealth Management Canada helps Canadians navigate the wealth management industry, cut through some of the noise, and connect with quality wealth managers. We work with a limited number of wealth management firms who are all independent, discretionary portfolio managers. The selection process is based on extensive manager research, taking into account the people, philosophy, process and performance of each firm before they are invited to join our platform.
Core Values of Wealth Management Canada:
- Investor Empowerment: We aim to educate investors so they can make informed decisions about their investments and financial future.
- Integrity: We put investors first, and so do our wealth management companies.
- Honesty: We provide honest feedback and unbiased information.
- Transparency of Information: We support and promote an open, accessible, and understandable investment industry.