Cameron Wealth Management Group
Personalized investment and financial strategies for clients like you.
We perform prudent investment advisory and wealth planning services with many years of experience in meeting the diverse needs of families, farmers, busy professionals, business owners, corporations and foundations.
Multi-generational solutions
Our team serves investors in the Fraser Valley – primarily, affluent farmers and business owners. We’ve gained a significant understanding of their unique needs. We often help business owners or farmers who have just sold their farm, quota, or manufacturing business to manage their assets intelligently. Businesses and farms tend to pass down through families, and it’s rewarding to help their second and third generations learn to steward wealth wisely.
Our goal is to help people recognize how wealthy they truly are and to feel confident enough to start spending and enjoying their precious capital – without compromising their long-term financial horizons and retirement security.
Dedicated services designed to help simplify your life.
We will:
- Strive to act wisely on your behalf and always in your best interest.
- Empower you by providing the information you need to make informed decisions.
- Strive to enhance your potential returns, while managing risk and offering diversification.
- Provide alternative strategies to help you maximize gains and minimize risk and losses.
- Seek out cost-efficient and tax-smart investments whenever possible.
- Share new ideas, approaches and opportunities as they arise.
- Monitor and report on your portfolio regularly.
- Promptly contact you when a significant market change occurs that could impact your portfolio.
- Consult with your other professional advisors to ensure that we optimize and integrate your entire financial picture.
- Remain committed to making a difference in your lives
- Commercial, agriculture and private banking