Whether you are a US citizen living in Canada or a Canadian with significant assets, a wealth management firm can help you grow and protect your wealth. With the right guidance, you can avoid common investing mistakes and plan for the future.
Who is the best financial advisor company in Canada?
Wealth management firms in Canada offer a wide range of services, including estate planning, investment management and tax planning. They may also provide advice on insurance and retirement planning. If you’re considering working with a wealth management firm, it’s important to find one that fits your needs.
One of the top-rated wealth management firms in Canada is HighView Financial Group, which specializes in family financial management services. The firm provides practical investment planning, insights into the financial system and goals-based portfolio construction. Go here
The firm upholds the fiduciary standard of care. They do not take referral or third-party commissions, and care about the financial information of their clients.
HighView’s client base includes affluent Canadian families and foundations. It also provides financial counseling to Canadian families and foundations. The firm’s team of experts has an extensive range of experience. The firm’s financial counselors analyze different international markets to help clients make informed investment decisions.
In addition to wealth management, De Thomas Wealth Management offers holistic financial services for high net worth individuals. Advisors take the time to get to know each client and work to keep fees down. The firm offers tax efficient products and tax planning services to help clients maximize their tax benefits.