Tailored Advice for Enduring Wealth


Welcome to the MC Wealth Management Team! 

For 25 years we have been helping Canadians live better lives by optimizing their personal finances and investments. We help our clients by (1) developing financial plans, (2) managing their investments, and (3) providing financial advice.  

Our experiences is backed by impressive qualifications and expertise. Fellow of the Canadian Securities Institute, Certified Financial Planner, Certified Canadian Investment Manager, and Chartered Professional Accountant are only some of the qualifications that make the MC Wealth Management Team outstanding in our field. 

We specialize in offering discretionary investment management services and financial expertise to busy professionals, private business owners, retirees, and those nearing retirement

Common situations we help our clients with are: 

  • Retirement Planning
  • Income Diversification
  • Inheritances
  • Family, Estate, and Legacy Planning
  • Business and Real Estate Transactions
  • Tax Efficient Investing


If this sounds like you we are happy to speak. Contact us.

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