Gleeson Investment Group
Toll Free: (866) 781-3113
Fax: (905) 634-9666
Your Goals - Our Plan
Successful investing begins with developing a personal relationship between you and your Investment Advisor. We take the time to understand your unique needs so that we can develop a holistic approach to help you achieve your financial goals.
The key to successful wealth management is planning. Regardless of your stage in life, it is important that you take steps today to ensure your personal financial independence in the future. We deal with clients from virtually all walks of life: retirees, business owners and professionals, beneficiaries of an estate, people who need help structuring a sound retirement, income or estate plan. Clients have told us they like our conservative, cautious approach and we are honoured to have the privilege of working with clients' children and grandchildren.
Whether your needs are simple or complex there is a solution for you. By analyzing your situation we can identify opportunities and recommend strategies that will either protect or conservatively grow your wealth. Our approach to providing investment advice focuses on your goals, objectives and risk tolerance which enables us to tailor a solution and portfolio that is right for you. We will work with you through the wealth management process to develop a financial plan that is specific to your goals and investment strategy. Having a thorough review of your current and future financial circumstances will help us to develop appropriate financial and estate planning strategies that are specific to your unique situation. We will review these strategies regularly and respond to any changes in your personal situation, as well as the world around you.
Planning is the key to success.
There are many moving parts that contribute to the success of your plan. We offer specialized services to better meet your needs in these key areas.
- Asset Allocation Strategies
- Retirement Savings
- Estate and Insurance Planning
- Education Planning
- Tax Minimization and Strategies
- Registered Disability Savings Plans
- Charitable Giving
We will work with your existing team of professionals or recommend local professionals to achieve a holistic solution that is right for you.
The Gleeson Investment Group is proud to be supported by over 60 years of business/investment experience and is responsible for over $160 million in client wealth. We treat every client with exceptional and personalized client service. As a client, you can expect sound financial advice and portfolio recommendations, with supporting rationale. We will communicate with you regularly through meetings, phone conversations and newsletters. We are committed to providing a high level of professional and personal service based on three guiding principles: