As an independent, privately-owned firm, SBW Wealth Management delivers objective wealth management advice. Serving a limited number of families and businesses with complex financial needs, we can execute investment and planning ideas nimbly and efficiently. We leverage the talents of our successful professionals and serve as one point of contact for you and your family.
SBW believes firmly in planning for legacy - for what will exist beyond ourselves - and that's the reason that the firm and its team are so active in the community. Over the coming weeks we will begin posting unique articles and content for our clients and community. SBW Wealth Management is a community leader and educator, and our blog will act as a resource for Atlantic Canadian families.
SBW believes firmly in planning for legacy - for what will exist beyond ourselves - and that's the reason that the firm and its team are so active in the community. Over the coming weeks we will begin posting unique articles and content for our clients and community. SBW Wealth Management is a community leader and educator, and our blog will act as a resource for Atlantic Canadian families.
Services
As an independent, privately-owned firm, SBW Wealth Management delivers objective wealth management advice. Serving a limited number of families and businesses with complex financial needs, we can execute investment and planning ideas nimbly and efficiently.
We take great pride in our team of highly skilled and dedicated professionals that allow us to provide the breadth of wealth management services that clients desire - including investment management, financial planning and tax & estate planning.SBW believes firmly in planning for legacy - for what will exist beyond ourselves - and that's the reason that the firm and its team are so active in the community.
We take great pride in our team of highly skilled and dedicated professionals that allow us to provide the breadth of wealth management services that clients desire - including investment management, financial planning and tax & estate planning.SBW believes firmly in planning for legacy - for what will exist beyond ourselves - and that's the reason that the firm and its team are so active in the community.
Our investment platform is designed to achieve our client's personal ambitions, with the most extensive selection of financial products available to the Canadian investor. In a dynamic economic environment, managing your investments can be complex and time-consuming - even more so for high net worth individuals and their families.
Since 1982, we have been addressing the unique challenges that can accompany the businessperson's journey. At SBW, we provide comprehensive financial planning to provide clarity and direction for business owners and their families. As leaders in family enterprise, we provide unbiased advice which focuses on financial and estate planning, governance, and family business and succession issues.
At SBW, we believe the ability to build wealth is a combination of planning and implementation. Creating and maintaining a sound financial plan involves a detailed review of your entire financial picture and proactive recognition of your evolving needs. We feel its necessary get to know our clients values, goals, and dreams.
Our team will take the time to understand your family's unique circumstances, identify your priorities, and then develop a tailored plan to meet your needs. We then work closely with your professional team to implement the plan. The result is an optimized estate plan that supports your personal, family, and business objectives.
Reviews
Be the first to review Sinclair Billard & Weld.
Write a Review
