Wealth Management
Empowering Your Wealth, Enriching Your Future
At the heart of our operations, Core stands as a holistic Wealth Management entity, offering an extensive array of services tailored to the financial aspirations of affluent individuals and businesses alike. Our core ensemble, comprised of Certified Financial Planners®, Chartered Life Underwriters®, alongside a broader circle of Chartered Financial Analysts (CFA), Accountants, and Legal professionals, is dedicated to addressing every facet of your wealth management journey.
Unity and goal alignment within our team form the cornerstone of our strategy, ensuring that we navigate our clients towards their financial milestones with precision and efficiency.
In collaboration with premier, independent investment partners, we sculpt investment strategies that resonate with your personal and corporate ambitions, whether it's the growth of your assets or their preservation. Our expertise shines in crafting strategies that optimize your financial footprint from a tax perspective, offering innovative solutions such as Individual Pension Plans and Corporate Owned Life Insurance to enhance your wealth management framework.
PARTNERING WITH US
When you're a business magnate, a specialist in your field, or a person of considerable wealth, Core guarantees a service that's nothing short of elite.
​
-
Expert guidance coupled with a friendly touch from our assigned consultants
-
Attractive fee structures for managing your assets
-
Cutting-edge technological support
-
Regular and clear communication with clients
-
Transparent and detailed financial reporting
Concerned about the security of your investments? Rest assured, they're safeguarded by an independent custodial service. Depending on which investment firm is overseeing your portfolio, your assets are either in the safekeeping of Fidelity Clearing Canada or the National Bank Independent Network.