Great Lakes Wealth Management

Great Lakes Wealth Management, an independent agency of Canaccord Genuity Wealth Management is practice, process, results. As an agency of Canaccord Genuity Wealth Management we are partnered to the largest independent wealth management company in Canada. Great Lakes Wealth Management is PRACTICE. We have created a practice of wealth management professionals with over 80 years of collective experience in the industry that have a collective interest in making sure all of our clients are serviced to highest standards. Great Lakes Wealth Management is PROCESS. Our professionals all have distinct processes in regard to how their wealth management services are delivered to the client. While all are unique to each professional, all processes are very similar therefore providing an incredible amount of consistency for all clients. Great Lakes Wealth Management is RESULTS. Our professionals strive to provide the one thing that has been lost over the years – results. While there are many different products, styles and processes out there, none of them are relevant unless there are measurable results that are consistent with the clients’ goals. Results are measured meticulously and comparatively and can be produced at any time for the client. The value added of our professionals is measured through the results that we provide to match or exceed the clients’ expectations. We urge all to think about what the current value added is that they are getting from their wealth manager in these challenging times. Is there a professional practice behind that manager? Does that manager have a process? Does that manager provide accurate comparable results? If you are not sure of any of the above, give us a call and we would be happy to have a chat with you to provide some further insight into our practice.

Address: 5500 North Service Road, Suite 805, Burlington, Ontario L7L 6W6, Canada

Phone: +1 905 335 5223
FAX: +1 905 335 2893