-A +A
 
  • An Estate Plan...

    for protecting your legacy

  • Financial Strategies...

    for securing your future

  • A Careful Investment Plan...

    to minimize your risks

  • A Secure Retirement Plan...

    for all your tomorrows

  • An Education Plan...

    for all your dreams

  • An Insurance Plan...

    for all of life's unexpected events

Welcome

Definitive Wealth Management have provided world class solutions for their client’s by using the right tools and advice that their clients need to achieve financial independence and wealth preservation.The Definitive Wealth Management team works closely with other professionals in the areas of law, accounting, tax, real estate and others, to assist clients in developing plans to achieve their dreams. The team works with individuals, families, business owners and corporations to take care of all aspects of their financial needs.

We provide a broad range of financial services to individuals seeking to maximize their investment opportunities while controlling their risks and minimizing their taxes. We evaluate your current circumstances and identify your goals and objectives. We review spending habits and assist you to set priorities. We increase our clients’ peace of mind through the implementation of well-constructed and carefully considered financial plans

Through consistent effort, careful planning and an outstanding service commitment, Definitive Wealth Management has developed an excellent client base that is continually expanding through referrals from satisfied clients. If these are the types of services you are looking for - contact our office for more info.


Recent Articles

Evolution of an Investor

Sometimes during social events or other gatherings a person will approach someone in the financial services business with an opening question: “I hear you do investments. What kind of returns can I expect?” .

The type of questions asked by individuals are usually a good indication of their investing experience. Newer (younger) investors are often more focused on the returns advertized by various investment companies, while more seasoned investors tend to think first about capital preservation and then returns second. In general, seasoned investors tend to focus more of their efforts on understanding the "process" for producing long term investment returns, which usually involve strategies such as dollar-cost-averaging and careful asset allocation.

Living Longer & Retiring Faster

Over the last one hundred years, every new generation of Canadians has enjoyed the benefit of a longer life expectancy. With dramatic improvements in health care, the human life span has never been longer. Additionally, some have set their sights on early retirement. The combination of living longer and retiring earlier creates a serious cash crunch because that greatly expands your time in retirement. A financial adviser can help you develop a plan to solve this critical problem.

Is Probate Right for Your Estate ?

Estate planning can be an overwhelming process. Whether it is your own estate or you are the executor for someone else, the checklist can seem never-ending. A financial adviser can help make sure your checklist is complete before you start checking the boxes.