What We Offer
We are not tied to corporate mandates and can provide a wide range of investment products at a fair price. We surround our clients with a team of advisory, investment management, and client service professionals. We partner with trusted firms in the industry so each client has access to professional portfolio management – the portfolio managers focus on the investment strategies, and we focus on the financial plan. This model ensures the necessary checks and balances are in place, so each client receives unbiased all-inclusive advice. All FSW client investments are held with a trustee and protected through the Canadian Investments Protection Fund (CIPF)
Our clients work hard to build their wealth and we take great pride in ensuring they feel secure and confident with the advice and solutions we recommend. Every client has a unique situation and that is why we take the time to listen so we can help them write their financial story with solutions and products that align with their personal goals and life’s “to-do lists.”
Everyone wants the best return – our value goes beyond. It is the quality of the advice we provide, the trust we work hard to earn with each client, and the reputation we have built as a “financial life coach” and friend. We are with our clients every step of the way, helping them reach each goal, sharing knowledge, and giving them the confidence they need to “stay the course”. It is how we listen, meet clients where they are, and always put their needs first.