Headsail Wealth Management Incorporated

Headsail Wealth Management is an independent, client focused investment advisory company that is committed to delivering highly professional, unbiased financial advice to an exclusive group of investors. The client experience is personalized, highly confidential and expressly designed to meet your specific goals and needs. Investments are chosen selectively using a proven, research intensive process that is results driven, while also preserving your hard earned wealth. Client Focused Service Model Headsail delivers a high level of personalized service to a select group of clients. Following several consultations between the portfolio manager and client, a detailed financial plan and an asset allocation strategy is developed and customized to meet the client’s specific objectives. The portfolio manager then builds a segregated, unique investment portfolio comprised of individual, high quality fixed income and equity securities. All fees are completely transparent, competitive, and never include additional performance fees. This comprehensive, client focused service model targets superior after-tax, after-fee returns.

Address: 416 North Service Road East, Suite 100 Oakville, ON L6H 5R2, Canada

Phone: +1 289 952 1700
FAX: +1 905 844 3396