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Strategic wealth management services
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    • About Us
    • Services
    • Our Partners
    • Client Login
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    • Contact
Strategic wealth management services
  • Home
  • About Us
  • Services
  • Our Partners
  • Client Login
  • Resources
  • Contact

Personalized Financial Solutions

 Regardless of your goals, we create personalized financial solutions to help you achieve them. Your comprehensive plan will empower you to make informed financial decisions, adapt to life's ever-changing circumstances, and  act as a roadmap for achieving financial independence and security.

Our Services

Physician Wealth Planning

Physician Wealth Planning

Physician Wealth Planning

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Focus on your patients while we focus on your financial future. 

  From incorporation to investment, we guide your financial decisions, protect your assets, and build lasting wealth. 

Cash Management

Physician Wealth Planning

Physician Wealth Planning

Navigate both prosperous and challenging periods with agility.

 Our understanding of effective cash management strategies will empower you to make informed decisions.

Investment Management

Physician Wealth Planning

Insurance & Risk Management

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 Preserve your wealth, grow your portfolio, or generate income.

 We have the expertise to assemble a diversified investment portfolio aligned with your objectives and risk tolerance.

Insurance & Risk Management

Insurance & Risk Management

Insurance & Risk Management

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 Safeguard your wealth against unexpected events. 

Our risk management process assesses your insurance needs to ensure you and your family are protected.  

Retirement Planning

Insurance & Risk Management

Retirement Planning

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 Plan for a secure and fulfilling retirement with our comprehensive retirement planning services. 

We'll help you create a roadmap to achieve the retirement lifestyle you desire, considering factors such as tax efficiency and risk management. 

Estate Preservation

Insurance & Risk Management

Retirement Planning

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 Protect your assets and ensure your legacy with our estate planning solutions. 

Our experts will assist you in creating a robust estate plan that addresses your wishes, minimizes taxes, and ensures a smooth transfer of wealth to your heirs.  

Tax Optimization

Group Employee Benefits

Business Planning

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 Minimize your tax liabilities with our tax optimization strategies. We'll help you identify opportunities for tax-efficient investing and income distribution to minimize your tax liability and maximize your financial potential.  

Business Planning

Group Employee Benefits

Business Planning

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Build your business on a solid foundation.

We'll create a plan to protect your key players, reduce business risk, explore buy-sell agreements, and implement tax planning strategies. 

Group Employee Benefits

Group Employee Benefits

guaranteed investment certificate

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 Explore employee retirement plans, group RRSPs, business insurance solutions, and succession planning. We will  assess the needs of your business and provide cost effective options.


guaranteed investment certificate

guaranteed investment certificate

guaranteed investment certificate

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 Diversify your assets by including GICs as part of your portfolio.  We have access to competitive rates from several financial institutions and credit unions.


Mutual Funds provided through Monarch Wealth Corporation

Monarch Wealth Disclaimer


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 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) 

Follow us

 B-2395 Lakeshore Road West, Oakville Ontario L6L 3E7 Canada

Office: 905-847-4750

info@strategicwealthservices.com

Copyright © 2024 Strategic Wealth Management Services - All Rights Reserved.   

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