Find wealth managers in Victoria

Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. Paragon's approach to equity investing is based on fundamental analysis and reinforced by the discipline of Strategic Asset Allocation. Key fundamental

Our clients enjoy exceptional service allowing them to build and preserve their wealth with peace of mind. We provide prudent advice in financial planning, investment management, risk management and estate planning. Mutual funds and some segregated funds provided by the funds companies are offered through Worldsource Financial Management Inc., sponsoring

We are Exceptional Wealth Management Canada, and we're here to work with you to achieve your financial goals. Your life is complex - family, business, and career take up much of your time, and maybe you're finding that every day is a constant juggling act that leaves little time to focus on the critical decisions impacting your financial future. You