Structured for our clients to succeed
We believe you deserve better solutions that will grow your wealth and protect your life savings. A personalized level of service. A holistic view of your financial landscape. At Solution Wealth, we go beyond the traditional offerings to help you find the right answers to your money challenges.
You come first,
now and always
Our duty is to you and taking care of your financial well-being so you have peace of mind. We are there to listen, provide unbiased advice and find solutions. We base our recommendations on what is right for you.
Raising the quality,
lowering the barriers
Whether you are a business owner, retiree, young professional or anyone in between, we will help you achieve your goals by providing access to a breadth of investment products not typically available to most investors.
More than investments
We can provide help in a wide array of areas, whether it is retirement cash flow planning, tax strategy, family trusts or philanthropy. We are here to help you solve your big challenges or simply fill a gap.
No financial issue is too small
Need a sounding board? We are here to help. A challenging situation? We will act as your financial concierge and use our extensive industry knowledge and contacts to find the right answers to overcome your challenges.
Meet the team
Our leadership team has 20+ years of experience at some of the top investment firms in Canada. Our deep industry knowledge and connections mean we can access a wide network of opportunities to offer you solutions not easily accessible to most Canadian investors.
Your financial concierge
When it comes to money-related decisions, we make it easy for you to have a full range of solutions at your disposal.
Investments
- Asset allocation
- Investment management
- Portfolio monitoring
- ESG investing
Financial planning
- Retirement projections
- Financial decision-making tool
- Navigating life changes
Estate and tax planning
- Intergenerational wealth transfer
- Wills and trusts
- Charitable giving
- Tax strategy
Real estate
- Mortgages
- REITs
- Private mortgage investing
Insurance
- Business and family planning
- Risk management
- Wealth diversification
Our comprehensive network of partners
We want you to feel your “wealth team” (i.e. investments, tax, accounting, estate, insurance, philanthropy) is connected and working collaboratively to help you achieve your objectives. We can work with your existing financial professionals or provide access to top-quality specialists.
Comprehensive wealth management requires the right resources to ensure you are getting the most effective approach. Our deep industry knowledge and connections help us leverage a vast network of opportunities to offer you a broader set of solutions that many Canadians find difficult to access.
Educate to empower
A high level of investment knowledge is not required. Our client-focused webinars and articles simplify investment and financial topics, so you understand these solutions and feel confident in your financial decisions.
2.11.20
How Swiss Chalet is like the Canada Pension Plan:
The importance of diversification
6.16.20
Investors should understand the service they receive for their advisory fees
9.8.20
An effective investing approach is more than simply measuring financial risk
11.17.20
Emotional Risk (Part II):
A client’s personality can and should be factored into asset allocation