Bechtel McIntyre Lewis Wealth Management, Investment Advisor,Kingston, ON

Phone

Office

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:

Dividend-paying stocks

Fixed-income securities

Exchange-traded funds (ETFs)

Market-neutral investment products

Alternative investments

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.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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

Building and protecting what matters most to you