We are a boutique strategic wealth management practice dedicated to bringing financial peace of mind and simplicity to our clients' lives.
We work exclusively with lawyers and other self-employed professionals, and their families.
Acting as a kind of personal Chief Financial Officer for our clients, we use a consultative process to discover our clients’ concerns, goals and vision. We then work together to determine and implement the best solutions and strategies, and help keep things on track through a structured relationship and review process.
The end result is that our clients have all the right financial strategies in place to enjoy their lifestyle, provide for the future, create financial security and freedom, help their loved ones, and build and protect their legacy.
Contact us for a second opinion on your financial plan, portfolio or retirement income plan.
Where to find us:
5700-100 King St. W., Toronto + 200-880 Lady Ellen Place, Ottawa
hey@shonabertrand.com / shona.bertrand@dfsin.ca
416.915.4155
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