At Perpetual Wealth Advisory Group, our goal is to provide a deep and meaningful wealth management experience that is customized to your distinct needs and objectives. We work with high net worth clients throughout Toronto to help them live the lifestyle they want today while helping them achieve their vision of success tomorrow.
Affluent investors who are new to Canada have unique needs. Settling into life in a new country comes with a whole host of challenges, from understanding local customs to deciphering the rules that apply to wealth planning and investing, such as legal and accounting procedures, financial practices, business regulations and tax issues.
We can help. We understand how difficult transitioning to life here can be. Let us assist with the many facets of your wealth management; that way, you can focus on getting your family settled.
While immigrants may have specific requirements, what they have in common with Canadian investors is a desire to help grow and preserve their wealth, to plan for the future, to take care of their aging parents, and to prepare for the needs of their children and grandchildren.
We are committed to helping you meet those evolving investment objectives – today, and for generations to come.
"We believe wealth can be perpetual when it is managed properly. It can last through your lifetime, and enrich the next generation or be used to build a legacy for your community."
Vice President, Investment Advisor
We believe that it’s critical for us to have a complete understanding of your finances so we can provide you with recommendations and strategies that dovetail with your requirements.
When building your customized investment portfolio, we are guided by the overriding principle that, while it’s important to grow your assets, it’s even more important not to lose them.