Bechtel McIntyre Lewis Wealth Management

Bechtel McIntyre Lewis Wealth Management

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

Contact us

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
Learn more about Behavioural Finance

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:

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.

Let's Connect

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