Wealth. You may have amassed it, and want to protect it. You may be working towards financial independence; perhaps it’s already working for you. Regardless, wealth means something different to all of us. At Campbell Kennedy Wealth Management, our goal is to work with you to manage your wealth for whatever goals you may have.
With over 30 years of experience creating customized investment plans, working on tax efficient income models, ensuring you and your loved ones are protected from the unexpected, and helping structure clients estates to ensure they pass smoothly and efficiently to whom they wish, Jamie and Peter can help you work towards your very own version of wealth.
With a tremendous and successful background in the investment and insurance industry, and now the backing of Canada’s best rated “Full Service Investment Advisory Firm”*, Peter and Jamie can provide customized, tailored solutions that will act as a roadmap for all aspects of your wealth.
BMO Nesbitt Burns provides clients with access to one of the broadest sections of wealth management solutions, products and services available today. BMO Nesbitt Burns is a strong, proud and determined company with industry leading technology, products and research and is a core part of the success of The Bank of Montreal, Canada’s oldest bank.
Campbell Kennedy Wealth Management Client Review
“When Peter and Jamie began Campbell/Kennedy Wealth Management under BMO Nesbitt Burns, the decision to switch over and continue working with them was not a difficult one. We have always valued their physician based expertise, professionalism and personal attention. They earned our loyalty. Our experience since the transition has been very positive and we are confident that all aspects of our finances are being managed optimally. We have a strong sense of being treated as highly valued clients. Consistent thoroughness and high professional standards coupled with exemplary personal service make Jamie and Peter an unbeatable team in our regard. We recommend Campbell/Kennedy Wealth Management unreservedly to any professional looking for the highest quality financial services.”
Dr. R & Mrs. K Marcinkowski Feb 2017
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.
*Global Banking and Finance review 2014 and 2015