Solutions for your future needs.

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905-847-4750

Strategic Wealth Management Services Inc.
2395 Lakeshore Road West Unit B
Oakville Ontario L6L 3E7 Canada
Phone: 905-847-4750 Cell: 905-334-6370
Email: info@strategicwealthservices.com



Our Services


Personal Services

  • Financial Planning
  • Insurance/Risk Management
  • Investments
  • Retirement Planning
  • Estate Preservation
  • Tax Planning

Business Services

  • Group Benefits
  • Group RRSP's/Pensions
  • Business Insurance Solutions
  • Succession Planning
  • Tax Planning

Monarch Wealth
MFDA

Mutual Funds provided through Monarch Wealth Corporation

Monarch Wealth Disclaimer

Strategic Wealth Management Services Inc. is a licensed firm with the FSRA in the province of Ontario, offering a full range of insurance-related products through Financial Horizons Group, a Managing General Agent (MGA)

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