Bechtel McIntyre Lewis Wealth Management

Bechtel McIntyre Lewis Wealth Management

Candid advice. Frank answers. Decisions steeped in integrity, care and discretion.

Phone

Office

(613) 544-4304

Office Location

27 Princess Street Suite 202 Kingston, ON K7L 1A3. map

Welcome to a disciplined approach to building your financial future

No matter how complex your wealth situation – or how volatile the markets – we know the value of honest communication.

• Decades of experience working with affluent families underscore our team’s quality-focused investment process. We firmly believe that discipline is the key to long-term success.
• We provide a family office level of service for today – and for generations to come.
• Our research-driven wealth strategies and sophisticated risk management framework go well beyond basic asset allocation models.

Effective risk management involves much more than diversification and asset allocation. We take a long-term, institutional approach to risk management and aim to recognize, understand and help mitigate any potential blind spots. To that end, we:

• Establish clear goals
• Conduct intensive research and analysis
• Exercise discipline to stay the course
• Adopt a team-based approach to decision-making
• Monitor and review your portfolio and wealth plan on a continual basis

Building and protecting what matters most to you

Our time-tested deep discovery process is driven by our shared values – family, honesty and integrity. We work closely with you to establish your unique goals and lifestyle needs. Then, we create a comprehensive wealth strategy to help you achieve your short- and long-term objectives.

Our proven process
  • Discover
    Uncover your needs, aspirations and risk tolerance
  • Plan
    Create a plan to help meet your specific needs
  • Execute
    Put the strategy into action and build customized portfolio
  • Review
    Monitor and adjust your wealth plan over time

Objective, unbiased advice

With our open architecture, we are under no pressure to recommend bank-owned products. Instead, we are free to choose investments that suit you, your goals and your risk tolerance:

Benefits of Discretionary Investing

You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.

Transparent asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades

Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Article

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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