@PRIVATE WEALTH MANAGEMENT

Investments

If having the right investments equates traveling the world, or spending time with grandchildren or starting a new hobby or even simply enjoying every bit of life, you have found the right partners by contacting @Private Wealth Management.  Our goal is to help you see your investments as a vehicle to get you to your destination. How do we get you there?  One way is by lowering your cost, and as we do so we positively affect your returns. 

 

We understand that having a transparent business model is of the utmost importance for you as it is for us.  That is why @Private Wealth Management is primarily a fee-based investment practice and by doing so, we can invest in quality investment assets.  Our fee-based model is based on a compensation structure designed to grow only when your portfolio grows while applying for a descending scale compensation.  We regularly meet face-to-face with fund managers and constantly analyze new cost-effective ways to deliver on that promise.  Due to our large buying power, we have access to private investment pools and investment institutional pricing only available to accredited institutional investors, which opens up the doors of possibilities for growth and unique diversification choice. 

Our Sense of Duty

At Oakville Wealth Management, we hold ourselves accountable to the highest standard when it comes to our sens of duty to manage and protect our clients’ investments and best interest.  Our advisors and staff are bound by the pledge to put our client first and follow the code of conduct as dictated by our firm and the Ontario Securities Commission.  Above all this, we feel that it is not only our legal and moral obligation but also our spiritual obligation to abide by such a high code of conduct.

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• Which planning state of retirement or retirement planning am I in?

• How do I envision spending my retirement years?

• How much income will I need each month?

• How long do I expect my retirement will last?

 

 

Our Services

 

•        Registered Retirement Savings Plan (RRSP) / Spousal (SRRSP)

•        Locked-in Retirement Account (LIRA) / Locked-in Retirement Income Funds (RLIF) / Spousal (SRLIF)

•        Tax-Free Savings Account (TFSA)

•        Registered Education Savings Plan (RESP)

•        Non-Registered or Cash Investment Accounts

•        In-Trust Accounts

•        Company Pension and Retirement plans (Group Plans & Benefits)

•        Canada Pension Plan (CPP)/ Québec Pension Plan (QPP) contributions

•        Corporation Investments

•        Business Owners (IPP) - Individual Pension Plans & (PPP)- Personal Pension Plan

•        Real Estate Investments Trusts (REIT)

•        Private Offering

•        Banking Account

•        Credit Card