AGILITY. STABILITY. CONSISTENCY.
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, We have worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we will do the same for you.
We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals. Our mission is to become a trusted partner in your serious financial matters.
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
Mastering Financial Management
Advance Care Planning
How to Protect Yourself from Phone, Voicemail, and Text Scams
Update from Fixed Income Trading Desk
Assessing Your Debt
How to Develop Resilience for Seniors and Caregivers
Quarterly Update and Market Outlook
Insights and Strategies
Cybersecurity Awareness Month - Secure Our World
Real Estate Sector Update

- SV Wealth
- 8500 Leslie Street 450A Markham, ON L3T 7M8
- T: 416.499.1555
- F: 416.499.1550
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