Make your money do more.

 

Services

 

 
 

Advice & Planning

  • To Plan, or Not to Plan...There Is No Question!

  • Working with a Certified Financial Planner can be helpful in so many ways. At Bay Wealth we believe in helping clients make a multitude of financial decisions. Whether to buy or rent a home, lease or purchase a vehicle, buy a business or start from scratch?

  • We pride ourselves on delivering a personalized service where you can feel comfortable to ask any question at any time, and most importantly receive an answer in a timely fashion

 
 

Investment & Retirement Planning

  • Our investment process is designed to achieve our client’s personal aspirations, with the most diverse selection of financial products available to the Canadian investor.

  • Investment & retirement planning is different for everyone. Some would like to retire early, and some never want to fully retire. We know you work hard for your earnings, and our goal is to have your earnings work hard for you.

  • We will spend time to fully understand your current situation and your desired risk tolerance. From there we will create a strategy and portfolio tailored to you, once implemented we will review the strategy to make sure it continues to be relevant as your life changes.

 
 

Insurance Planning

  • Making sure those we love are taken care of requires a team effort.

  • We specialize in many different areas of protection. What happens if you become critically ill, disabled or have a pre-mature death in your family? These events aren’t enjoyable to think about, but they are unfortunately a reality for Canadian’s every day.

  • Let’s make sure that what you have built passes to those you desire and as little as possible goes to tax and unnecessary costs.

Products

 

 
 

Investment

We offer both Savings and Income plans to maximize the flexibility of your investments.

Savings Plans

  • RRSP

  • Spousal RRSP

  • GICs

  • TFSA

  • LIRA

  • Pension Plans

  • RESP

  • RDSP,

  • QROPs

 

Income Plans

  • RRIF

  • SPOUSAL RRIF

  • LIF

  • Government Programs (CPP, OAS, & GIS)

 
 

Insurance

  • Life Insurance: Term and Whole Life Plans

  • Disability Insurance: Short & Long-Term Plans

  • Critical Illness Insurance: Term & Lifetime Plans

  • Medical & Dental Plans

  • Corporate Insurance

 
 

Employee Benefits

  • Health and Dental Plans

  • Pension and Group RRSP Plans.

Questions before getting started?

Get in touch.

“My family and I have been investing with Alex and his team for well over ten years, the service and knowledge we receive is second to none. Alex and his team are professional, friendly and always puts their clients' needs first. If you're looking for the best in the business there's no one else that I would recommend!”

— Anthony & Pam Brown

“After dealing with other financial advisors, we met Alex and felt we had found someone we could trust to guide and advise us in our financial affairs. We were fortunate to meet Alex early in his career, at a time when we were feeling overwhelmed with financial decisions. We found him to be thoroughly invested in his job, caring about our needs and concerns. He is very easy to talk to, and his no-pressure approach made us feel very comfortable and confident in his advice. He is readily available at all times if we need him.

Alex knows how busy our lives can be and he is there to support and simplify financial matters and help make decisions that will impact your future.”

— Patricia and Stan W.

 

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. Important information about mutual funds is found in the Fund Facts document, delivered with each mutual fund. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.