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  • Elmvale Office
    42 Queen Street West Elmvale, ON L0L 1P0 T: 705.721.5919 F: 705.721.5707
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  • Barrie Office
    186 Bayfield St Barrie, ON L4M 3B5 T: 705.721.5919 F: 705.721.5707
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  • Midland Office
    699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2 T: 705.245.5919 F: 705.721.5707
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Executive Wealth Advisors LogoExecutive Wealth Advisors Logo

Knowledgeable insight with a disciplined approach for corporations

Knowledgeable insight with a disciplined approach for corporations

As a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of institutions. We have the breadth of capabilities and tenured experience required to implement effective financial strategies and portfolios.

Our advisors are committed to creating a custom investment plan aligned with your goals and take a disciplined approach that allows you to focus on meeting your mission. Our thorough process begins by identifying institutional-class managers and investment opportunities that are designed to align with your corporate profile and extends through managing, reviewing and rebalancing portfolios to support your ongoing success.

We offer pragmatic guidance in establishing corporate retirement plans, assisting with overall plan oversight and documentation. Our team is diligent in staying up to date with regulatory standards, helping sponsors manage fiduciary risk, while striving to optimize participants’ benefits at a reasonable cost.

We’re here to be your trusted partner. We want to alleviate and streamline your managerial responsibilities so you can focus on the things that matter most to you and your business.

Services Include

  • Objective portfolio development and management
  • Development of defined contribution and defined benefit plans
  • Comprehensive insight for managing your fiduciary duties

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Executive Wealth Advisors LogoExecutive Wealth Advisors Logo
  • Elmvale Office 42 Queen Street West Elmvale, ON L0L 1P0
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Barrie Office 186 Bayfield St Barrie, ON L4M 3B5
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Midland Office 699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2
  • T 705.245.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
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