About US
Highly Qualified Team of Advisors
In just 15 mins we can understand more about your goals and give you some ideas that could not only help grow your net wort but also save you thousands of dollars.
About Preferred Wealth
Through our preferred partners we offer wealth management advice for retirees, pre-retirees, small business owners and professionals. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way. We invest for the long term in successful companies with strong management and a history of consistent earnings growth. Our mission is to ensure that our clients do not outlive their money; on the contrary, they reach their financial goals as planned.
Our comprehensive, objective approach is designed to:
We then help you implement your plan and periodically review and update it.
Reduce your current and future income taxes
Increase your discretionary cash flow, net worth and future retirement income
Ensure your investments provide you the best return possible within your comfort zone
Protect your family from the consequences of serious illness or untimely death
We meet with you to create your own financial goal based on:
Where you are now (what is your current financial position)
Where do you want to be in the future (what are your goals and objectives)
How are you going to get there (what recommended strategies will you use)
We then help you implement your plan and periodically review and update it.
Book A Call
Speak to an Expert in Our Team
In just 15 mins we can understand more about your goals and give you some ideas that could not only help grow your net worth but also save you thousands of dollars in tax. Book a call now!
WHAT PEOPLE SAY
Testimonials
"I received a higher level of dedication from my
Preferred Wealth partner. They were empathetic to my needs and were “working for me”. Before meeting them, my money was invested at a “big bank”. I did so
because you felt it was secure and convenient."
"Working with a Preferred Wealth partner they removed all uncertainty I had about my retirement. We developed a strategy to align with my goals and my portfolio was customized to my needs. They didn't try to pressure me or try to sell me anything."
"A current client recommended us to a Preferred Wealth partner. Our time is quite restricted because we operate a small family business. They have contributed tremendous value to us. They guided us through every step and gave us useful information to assist us make decisions about retirement, succession planning, and future planning."
Request a 15 Min Free Consultation For Your Unique Needs >
Office: Toronto, Ontario
Email:info@preferredwealth.ca
Site: https://preferredwealth.ca
