Wealth Management

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You need an investment portfolio that reflects your unique needs.

We can help you get there.

Our Wealth Management Services

Guaranteed Interest Options

Reach your financial goals safely and securely with guaranteed interest options.

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Tax-Free Savings Account | TFSA

A tax-free savings account is a flexible savings account that can help Canadians meet their short- and long-terms goals.

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Registered Education Savings Plan | RESP

It’s a savings plan that helps you put money aside for a child’s post-secondary education.

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Registered Retirement Savings Plan | RRSP

It’s a savings plan that helps you put money aside for a child’s post-secondary education.

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Estate Protection

It’s about securing and growing the legacy you want to pass on.

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Brokerage Services

Canada Life’s relationship with Qtrade allows us to introduce our clients to brokerage and wealth management services and solutions.

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Segregated Funds

Segregated funds could help diversify your savings and provide protection.

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About Us

At Platinum Wealth Management, we are dedicated to providing comprehensive financial planning tailored to meet the unique needs of professionals at all stages of their careers, retired individuals, and new or young families.

Our expertise in financial security, retirement preparation, and risk management positions us to guide you toward achieving robust financial health and peace of mind.

About Us