Sleep well at night; Your wealth is safe with us.
Through our extensive 3D process (Discovery, Design, Delivery) we help our clients take the fear out of the future.
Wealth creates complexity which, in turn, creates anxiety. At Joe B. Goverde Wealth Management Group we simplify the complexities surrounding your wealth. Thus removing the anxiety, and letting you sleep well at night.
We provide affluent professionals and business owners, who are either already retired or are seriously considering it, financial planning and investment management services.
With over 70 years of combined experience on our team, and the backing of the Bank of Montreal, we will protect your hard earned wealth through a combination of prudent portfolio management and tax efficient planning strategies. You've worked hard for it and you don't want to lose it. We understand that.
Our goal is to help you achieve your goals.
Objective and expert advice is what our clients can expect from us. On top of our own knowledge and experience, we have the backing of planning experts in tax, estate, business, risk management and philanthropy available to us to help our clients address the many issues that come up in wealth planning conversations.
Capital preservation guides our investment decisions. We believe in minimizing risk through broad diversification of high quality equity and fixed income investments, backed by our industry leading research.
Regular contact with our clients is an important part of how we do business. This ensures they are at ease with their financial progress and keeps us up to date with their circumstances so we can plan accordingly.
Contact us today for a free consultation