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1 First Canadian Place
39th Floor, P.O. Box 150
Welcome to the Colenbrander Wealth Advisory Group
Your Peace of Mind Matters Most
We’ve got the experience
• Over 25 years helping affluent families achieve financial peace of mind
• We shape your plan in keeping with your risk tolerance, investment preferences, and professional parameters
• We keep a constant view toward tax efficiency and suitable asset allocation.
• Our expertise encompasses multi-generational investment and financial planning, insurance, estate planning, RRSPs, RESPs, TFSAs, Trust and Corporate accounts.
• Regularly scheduled reviews keep you informed and ensure your plan remains strategically aligned with your needs.
• Comprehensive Wealth Advisory services
• Investment and Retirement accounts, Managed and/or Self Directed.
• TFSAs, RESPs, IPPs, RCAs, RDSPs. Corporate accounts welcomed
• Full financial plans
• Tax efficient Estate planning
• Effective use of Insurance Concepts
. Patient explanation of concepts to ensure client understanding and comfort level
If you would like a relationship based on trust and a process that delivers peace of mind,
Please call the Colenbrander Wealth Advisory Group:
Alexa Colenbrander MBA
Vice President and Wealth Advisor: 416-359-5440
Jeff Wilson MAcc, CFP®
Investment Advisor: 416-359-8524