AGILITY. STABILITY. CONSISTENCY.
WEALTH ADVISORY SERVICES
Our business is you and your financial well-being. We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate financial planning, investment management, insurance solutions, tax solutions, estate and trust services, and charitable giving strategies based on your unique circumstances and wishes.
COMPREHENSIVE PLANNING
SV Wealth is a professional financial advisory group committed to providing clients with realistic wealth management strategies and efficient advice to realize their financial goals. We endeavour to fully understand and recognize the unique needs of each individual client and strive hard to build portfolios that emphasize quality and diversification.
Education Planning
As your trusted partner, our knowledge and professional guidance can help you analyze the tax benefits, ownership structure, risk and contribution limits involved in education planning – even what to do with your leftover education funds if your aspiring academic earns a scholarship.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Information & insight
Registered Retirement Income Fund (RRIF) at a Glance
10 Ways Tax Planning Can Improve Your Life
The Value of Tax Planning
Starting 2026 with a bang
Ten Themes for 2026
Our 2026 Outlook is for a positive year, despite USMCA renegotiation uncertainty
Registered Education Savings Plan (RESP) at a Glance
Legacy in Action: Philanthropy, Planning & Purpose Across Generations
Federal budget sets the tone for more business investment in Canada
November is Financial Literacy Month
A Professional's Future
Deciphering Stock Market Moves in an Uncertain Economy
Gold and A.I. and rate cuts, oh my!
The Value of Charitable Giving
6 Steps to Meaningful Charitable Giving
5 Ways to Engage Your Family in Charitable Giving
Markets Continue to Climb as Interest Rates are Expected to Come Down
Why September Is the Right Time to Talk About Life Insurance
Client Story - Transferring Wealth to Future Generations
4 Ways Insurance Can Strengthen Your Estate Plan
4 Reasons to Review Your Insurance Regularly
Tariffs Continue to Dominate the Discussion While Markets Forge Ahead
Market Perspectives
Market Perspectives
Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
Gifting or Donating as an Attorney for Property*
The Value of Estate and Trust Planning
8 Steps to a Smoother Estate Transfer
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
Insights and Strategies
Raymond James Market Insights
Market Perspectives
Client Story - Building Wealth and Securing Your Family’s Future
The Caregiving Journey: Navigating Challenges and Finding Support
Whole Life Insurance
Insurance as Part of a Total Wealth Solutions Strategy
8 Reasons Insurance May Belong in Your Financial Plan
Raymond James Market Insights
Insights and Strategies
Market Perspectives
Navigating Market Uncertainty
Market Perspectives
Market Perspectives
Market Perspectives
Raymond James Market Insights
Insights and Strategies
Client Story - Retirement in Focus
Supporting Our Clients Through the Trade Dispute
Financial Planning with Total Wealth Solutions
Raymond James Market Insights
Insights and Strategies
Celebrating International Women’s Day and Investing in the Future
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
Insights and Strategies
Raymond James Market Insights
Using Trusts in Estate Planning
Claiming Capital Cost Allowance on Rental Properties
Market Perspectives
- SV Wealth
- 8500 Leslie Street 450A Markham, ON L3T 7M8
- T: 416.499.1555
- F: 416.499.1550
- Map & Directions
- Map & Directions
- SV Wealth
- 400 Dundas St. W 206 Whitby, ON L1N 2M7
- T: 416.499.1555
- Map & Directions
- Map & Directions
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