Wealth Management
YOUR WEALTH. YOUR WAY.
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Excellent service is just the beginning – you deserve personalized service AND expert advice.
Our goal is to empower you to achieve the wealth and financial security you desire with the service and expertise you truly deserve. With Kawartha Wealth Management, your financial success is not just a number; it's our passion and purpose. Discover a financial partnership that puts you first – because your financial well-being deserves nothing but the best.
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Members receive complimentary planning and analysis services from our qualified professionals. Depending on your individual needs, a financial planning engagement may encompass various elements, including budgeting and debt management, retirement planning, investment strategy, estate planning, protection planning, and guidance related to separation, divorce, business ownership, and succession planning.
Full service brokerage
If you prefer to invest in stocks and bonds, talk to one of our Investment Advisors. They will regularly advise you on a broad range of solutions, including investments, retirement income options, and estate and tax planning.
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Full suite of investment options
We offer a wide range of savings and investment products to suit your unique financial goals and preferences. Our financial experts are here to help you navigate these choices and create a customized financial strategy that aligns with your goals, risk tolerance, and time horizon.
Special Offer: Chance to win $1,000
Open an Automatic Savings Plan (ASP) OR increase your contributions to an existing ASP before December 29, 2023 for your chance to win a $1,000 contribution into your selected investment/savings product.
