RIA: Certified At Wagner Investment Management, we specialize in comprehensive financial planning and discretionary portfolio management for high-net-worth families. Our team is dedicated to providing personalized investment strategies with a disciplined and rules-based approach to equity selection, focusing on Canadian, US, and International equities. With a client-centric approach, we ensure tailored solutions that align with your financial goals, empowering you to make informed decisions with confidence.
Services Offered in RI
- Financial planning
- Insurance & risk planning
- Investment management
- Charitable giving
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Quebec
- Saskatchewan
- Alberta
- British Columbia
- Nova Scotia
- Ontario