Our mission is to assist individuals & families in preserving and growing their wealth. Our approach is to be fully transparent, delivering unparalleled value to our clients by focusing on managing risk, keeping costs low and delivering sufficient investment returns to meet your goals
Our Team
Based in Toronto, KPP Wealth offers portfolio and wealth management services on a collaborative or discretionary basis with a conservative bias. We bring a combined 45 years of financial planning, investment, and capital markets experience which underpins our process in developing and implementing our wealth management process and portfolio recommendations.
Our Relationships
We work with individuals, families, and businesses and are committed to delivering tailored service with portfolios and solutions designed to provide stability and diversification. We are privileged to be working in some cases on behalf of the third & fourth generations of our original clients.
Keeping you informed
We are constantly in touch with our clients. We manage each portfolio carefully, prudently and actively in accordance with each client’s objectives. Our communications provide clear, independent thinking that is fully transparent.