Platinum Wealth Management stands apart due to our holistic approach to financial planning. We don’t just look at numbers; we consider every aspect of your financial life to create a plan that’s as unique as you are.
Our strategic, detailed process involves getting to know you on a deeper level and building a relationship that extends beyond financial transactions.
At Platinum Wealth Management, we are committed to solving the fundamental financial challenges our clients face.
Our mission is to ensure financial security, enable wealth accumulation, and facilitate strategic planning tailored to individual needs. We strive to empower our clients to achieve their long-term financial objectives with confidence and clarity.
Integrity
We uphold the highest standards of integrity in all our actions.
Client-Centric
Your financial goals are at the heart of everything we do.
Transparency
We believe in clear, open communication about your financial planning.
Excellence
We are committed to providing the highest quality advice and service.
Respect
We honour the trust you place in us and treat every client relationship with the utmost respect.
Jason Borbath
BA, QAFP™ Professional
Drew MacQuarrie
Financial Security Advisor
Judy Vatcher
Financial Security Advisor
Platinum Wealth and my financial advisor were essential in implementing my retirement plan and insurances for each member of my family. My advisor always has the best information and cares about our financial needs.
Platinum wealth and our financial advisor, Judy, have been extremely helpful in assisting us in our life insurance purchases over the course of our lifetime from a young couple as parents and now at the stage in our life as grandparents!
Peace of mind knowing your family will be taken care of is invaluable!
I’ve had the pleasure of being a customer of Platinum Wealth Management Inc. for several years, and I am continually impressed by the outstanding service they provide. Their team is always responsive, helpful, and goes above and beyond to ensure all my needs are met. From the ease of filing claims to their comprehensive coverage options, Platinum Wealth truly stands out in the industry. I highly recommend their services to anyone seeking reliable and top-notch insurance coverage.
My husband and I are very pleased with Platinum Wealth Management Inc. Our advisor Drew is always available to respond to all of our inquiries and has an excellent way of explaining our investments to us that is easy to understand. Drew has worked with our family for two generations now and has been a very helpful and professional.
We have been clients of Platinum Wealth Management Inc. for many years. From purchasing our first home to planning for our first child, Platinum Wealth Management Inc. has been able to guild us to achieve our financial goals.
Our Platinum Wealth agent and the Platinum Team has happily answered any questions and addressed any concerns we’ve ever had with our insurance products we have with Canada Life. I have always recommended them to anyone looking for insurance.
Just a quick note to say how much I have enjoyed dealing with Platinum wealth over the years. They have been very influential in planning my financial goals and I recommend them to anyone who has questions about their future financial plan.
We have been working with Jason from Platinum Wealth Management Inc. for the past fifteen years, and we can confidently say that he is exceptional at what he does. He always provides timely and thoughtful responses to any questions and advice we need. Jason has a way of explaining complex financial concepts in simple, understandable terms, which has been invaluable at helping us make informed decisions about our retirement. Over the past decade and a half, Jason consistently demonstrated his commitment to our financial well-being, and we are confident he will do the same for anyone who works with him.
Jason from Platinum Wealth has been our advisor for the past ten years. He is always available when we need him making financial planning easy and stress-free. Looking forward to continuing our partnership with him and his firm for the years to come.
My spouse and I recently got married, and we turned to Jason from Platinum Wealth Management Inc. to help us with our full financial planning for the future. Jason made the entire process smooth and easy, addressing all our financial concerns and goals as a new couple. We highly recommend Jason to other newly married couples looking for comprehensive financial planning. His expertise and demeanour have given us peace of mind and a solid foundation for our future.