Unlike most other financial advisers, we are not confined or limited to offering financial products or solutions from a single or limited number of companies. As a truly independent operation, we have the ability to match our clients with the solutions that are truly right for them, utilizing all major investment and insurance providers from across the country.
We specialize in a variety of wealth management strategies including retirement planning, insurance, estate and tax planning, RESPs, RDSPs, business pension & benefits planning and investment services.
Each member of our team follows a comprehensive path to continuously further their knowledge and education in all areas of wealth management. Opting to work with SPEIR Wealth means becoming a part of our family. You will have a dedicated adviser on an ongoing basis (instead of seeing a new person each time you visit the bank) but will also benefit from the superior investment management and knowledge of the entire team!