Wilson Wealth Management
Serving clients in Regina and Saskatoon, Saskatchewan.
We provide comprehensive wealth management services in personal financial planning, investment advisory, and small business finance functions.
Thank you for visiting. Please enjoy the content.
Fee-Only,
Fiduciary,
Financial Advice
About
Jordan Wilson, CFA, CPA (CA), CFP has over 25 years professional experience dealing in all areas of personal and corporate finance.
We operate on a fee only basis. We do not receive compensation from third parties. Like your lawyer, accountant, or physician, we work directly for you, acting in a fiduciary capacity to best meet your unique needs.
Approach
For Wealth Plans, create a Target Asset Allocation. Based on your unique Investor Profile of financial objectives, constrants, and risk tolerance.
Through passive management techniques, focus on high quality investments that match market returns, while minimizing costs.
Wealth Management Commentary
A collection of posts and videos that aid in understanding more about the wealth management process.
So that clients can better educate themselves on investing and achieving their goals.
