We are a group of wealth management professionals with over six decades of experience in the financial services industry. We have the knowledge, expertise and resources available to deliver solutions to meet all of your wealth management needs. Our comprehensive wealth advisory approach is what makes The Goulet Wealth Advisory Team different. We take the time to truly understand all aspects of your personal and financial picture before we make any recommendations.
Many clients deal with us because of the depth and breath of our knowledge and experience, and the resources and advice we can offer. More importantly, our clients deal with us because we truly care about each and every one of them. We take pride in simplifying the wealth planning process for our clients and provide them with the assurance they need. By positioning ourselves at the centre of our clients’ financial needs, we help them build, protect and transfer their wealth to future generations. Our mission is to build and maintain trusted, long-term relationships with our clients and their families. Our commitment is to support the achievement of the goals you envision for you and your family. We promise to be with you and your family every step of the way to help during the various stages of your life. Managing your wealth is not simply a financial exercise – it requires an appreciation of your unique needs and an in-depth understanding of your goals, dreams, values and how these affect your family. The Goulet Wealth Advisory Team understands that the most effective wealth management plan starts long before we look at numbers – it starts with a discussion about you. We firmly believe that wealth is a family affair. In order to attain your family’s goals it is important to know:
where you are today,
where you want to go,
how you are going to get there, and
what you are prepared to do to make sure you reach those goals.
Many planning decisions will have a major impact on you and your family members. The Goulet Wealth Advisory Team works with you to clarify your financial life. Through a comprehensive discussion with you, and then a collaborative analysis with experts, we explore your unique circumstances and provide you with solutions to build wealth, protect your lifestyle, and leave a lasting legacy. We help guide you through the many challenges of building and preserving your nest egg in today’s increasingly complex marketplace. Our team of advisors, along with the resources of the BMO Nesbitt Burns Wealth Group, will assemble and manage an extended team of experts on your behalf, including accountants, lawyers, insurance professionals, and tax and estate specialists. As your needs evolve over time, we continue to monitor your plan and identify any opportunities that may arise as a result of changes in your circumstances.
We provide advice to a wide range of clients – including professionals, retirees and business owners. One thing our clients have in common is that they are looking for long-term, comprehensive strategies rather than short-term, isolated "quick-fixes”. Our clients come to us for various reasons, but more often than not, they come to us seeking clarity. Most of the issues involve some kind of significant change in their lives. For example, they may want to take a more active or passive role in their investment decision-making; they may be coping with an inheritance or a divorce along with all the issues related to it; they may be selling a family business or winding down for retirement; or quite simply, they may enjoy the comfort of having professionals guide them through a challenging process.
The Goulet Wealth Advisory Team