Discover the Power of a Personalized RelationshipThe Wiegel Group's wealth management process begins with listening to your concerns and gaining a thorough understanding of your personal objectives. The planning process will address every area of your financial life, from investments and insurance to estate planning and charitable giving. Together, we'll create a long-term wealth management strategy that helps you manage risk over time, improve performance potential in a variety of market conditions, and keep your portfolio aligned with your goals. Your financial strategy is kept up-to-date through periodic reviews and regular communications. Unique Family Office ApproachWe focus on using a team of professional advisors and partners to strategically outline your wealth management roadmap using premier service and investment advice. In collaborating with your current accountant and lawyers, our Estate and Financial Planning Specialists, Private Bankers and CIBC Lending Services, you can ensure that your financial matters are being well cared for. Our ProcessWe believe that the best strategic approach to creating an effective wealth management plan is to have a process, whether it be for your investment portfolio, stock selection, or personal wealth management roadmap. Let us help guide you to your road to success. |
Creating a Wealth Management Plan
Schedule an appointment today! Investment Management |  Wealth Planning |  Charitable Giving |
