Solution Wealth Management

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We provide a single point of contact to our clients that includes comprehensive financial planning and investment management guidance. Our investment objective is to build portfolios for our clients that deliver stable and consistent returns and lower volatility. This approach generates more consistent long-term performance and fewer worries. Our investment platform provides access to five unique asset classes, each with its own return & risk benefit: stocks, private equity, real estate, income funds, and real return portfolios.


2152 Dunvegan Ave
Oakville,  ON
L6J 6N6

(905) 464-0989 (Voice)
(866) 832-6796 (Toll free)



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Keywords

Keywords: wealth management investments alternative investments equities financial planning
Primary category: Open-End Investment Funds (52691)
Secondary category: Investment Advice (52393)
Number of employees: 5 to 9
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