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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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  • Elmvale Office
    42 Queen Street West Elmvale, ON L0L 1P0 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

Pragmatic wealth management for families and individuals

Pragmatic wealth management for families and individuals

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with accounting and legal professional advisors to help ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Services Include

  • Wealth & Investment Management
  • Insurance & Annuities
  • Strategic Charitable Giving
  • Legacy Planning
  • Wealth Transfer
  • Risk Management

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Executive Wealth Advisors LogoExecutive Wealth Advisors Logo
  • Barrie Office 186 Bayfield St Barrie, ON L4M 3B5
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Elmvale Office 42 Queen Street West Elmvale, ON L0L 1P0
  • 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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