We are your team of disciplined professionals whose complimentary skill sets provide us with the ability to evaluate all aspects of your financial picture. Our process provides clients with a comprehensive, yet clearly articulated strategy. Beyond our team member's expertise we also have solid relationships with professionals in tax, legal, insurance and estate planning that ultimately enhances the depth and breadth of the services we offer. We believe we provide clients with truly insightful advice because not only do we utilize the exceptional talent and resources of Canada's #1 rated research, portfolio strategy and economic teams at BMO Nesbitt Burns, but we also access numerous other global strategists and research firms, executives in industry, and draw upon relationships from around the globe to help form our investment opinions and financial strategies. Every member of the Hutcheson Wealth Advisory Group fundamentally believes that wealth management is about much more than just money. True wealth is defined as the ability to live life on your terms and to reach the goals you set for yourself, your business, your family, and to create a legacy that reflects your values. Who Do We Work With? Our clients appreciate the value of professional advice when it comes to managing their financial affairs. Many of our clients are accomplished retirees, business owners, and corporate executives, professionals and their families. All of our clients have very distinct needs and preferences, which is why our expertise spans many areas. Our clients value our proficiency, diligence, and sincerity for thier well-being. We are successful when we work with our clients to develop an appropriate plan that will ultimately help them realize their life goals. Our clients feel comfortable and confident knowing they have a team of professionals handling their financial affairs. We care about you and your family, and we will always strive to bring you the highest quality advice in a format that is easily understood. Kind Words From Our Clients... "It is a pleasure to work with an individual that not only manages my financial investments but also builds a personal relationship with his clients. When it comes to financial advisors Mark is insightful, straightforward, and above all sincere in his goal to find the right solutions for you and your family." - Margaret Little, retired, Sidney BC "Mark is not only our very trusted advisor, he's also a friend who calls regularly, listens to the news of how we are doing,our changing needs, and suggests very sensible adjustments to keep us on track to meeting our goals. And, we talk at the same level... we always understand each other. Investing can be complicated, but Mark's advice is always good common sense." - Jane & Rob Hall, Sidney BC "Mark and his team has provided us with a level of exceptional financial planning and investment advice that we have not had from previous advisors." - Wendi Struthers & Dave Reynolds, Vancouver BC "For many years Mark and his team have been helping me and my family in all aspects of our financial affairs, from personal investments to generational planning for my company. Mark is honest, hardworking, and patient. I would highly recommend Mark and his team to any business owner with significant assets to manage and invest." - Ron Murphy, Gordon's Autobody, Vancouver BC Our Services All of our investment services are available to you upon request. If you would like further information on any one of them, please ask one of our team members.
Fixed Income Securities
Tax Effective Insurance Strategies
Foreign Equity & Bond Investments
Retirement Compensation Agreements and IPPs
Estate Plans & Generational Plans
RRSPs, RRIFs, RESPs, and Tax Free Savings Accounts
In Trust Accounts
Trustee, Foundation, & Endowment Fund Accounts
Insurance, Annuities, Insured Annuities
Personal Portfolio Reviews
Internet Access to View Accounts
Year End Gain/Loss Reporting
Access to Canada's #1 rated Research Team
All investment services are available in either the traditional transaction based format or in an all inclusive annual fee based format.