Wealth Management. Your future matters, and we care about how you get there.
YOUR FUTURE
Safeguarding Your Assets
WEALTH PORTFOLIO PLANNING
Core is a full-service Wealth Management firm that provides a wide range of wealth management and wealth planning solutions to High Net Worth corporate and personal clients. Core’s team of Certified Financial Planners® and Chartered Life Underwriters® and its extended team of Chartered Financial Analysts (CFA), Accountants, and Lawyers assists you with all your wealth planning needs.
The most powerful team is one that is aligned for our clients to reach their goals in an efficient manner.
Through our joint partnerships with industry-leading independent investment institutions our clients Investment portfolios are tailored to meet their specific goals and objectives, from wealth accumulation to wealth preservation; our team has a solution for you.
We specialize in structuring your wealth in the most tax efficient manner. Some of these solutions include Individual Pension Plans, and Corporate Owned Life Insurance.
WORKING WITH US
As a business owner, professional, or Affluent individual, you can expect top-tier service from Core.
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Professional and personable service from our designated advisors
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Competitive management fees
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Leading technology
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Client communication
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Transparent reporting
How do I know my money is safe? Your investments are held with a third-party custodian. The custodian is Fidelity Clearing Canada or National Bank Independent Network, depending on the Investment institution that is managing your investments.
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