Kingwest wealth management draws our experience built up over four decades to advise clients on planning for - and living with - the complexities that come with wealth to preserve it for future generations. Expect us to work with your trusted advisors to build solutions tailored to your lifestyle, values and evolving goals.
We jointly develop together a portfolio structure that reflects an agreed roadmap and a process to continually monitor the on-going progress of your portfolio. We report approximately 15 days after each quarter end in plain language on the recent performance of the portfolio and since the inception of our relationship. And always matching that with your evolving needs and goals while providing detailed tax reporting at your year end to simplify the job of your tax preparation.
Building long term relationships
At Kingwest, you will always feel included, have a strategy you understand, and have a partner whose interests align with your own.
Two in five of our clients are actively building their wealth through their business interests. If you are managing your business, we have the professionals with the skills and experience to help you to diversify your assets in a manner that you will find comfortable and consistent with your business activities.
If you would like to learn more about how a relationship with Kingwest can improve your comfort with your investments, please contact Tim Regan at 416-927-7740 or tregan@kingwest.com.
