Pick the best Date and Time for You:
Ideal Asset Size
$150k+
FAST & EASY PROCESS
7-14 Days
LONG & SHORT STRATEGIES
2-30 y/r
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."
Office: Toronto, Ontario
Email:info@preferredwealth.ca
Site: https://preferredwealth.ca
