Iron Bridge Wealth Management

Iron Bridge Wealth Management

Our work is helping you protect your life's work

Contact us

Office Location

1210 London Road Sarnia, ON N7S 1P4. map

At Iron Bridge Wealth Management, our goal is to help you build and protect your life’s work. As a team, we each bring diverse skills to the table. Drawing on our vast experience in investment management and wealth planning, we deliver a comprehensive wealth strategy that is designed to help you turn your goals into reality.

We are a close-knit team that channels our collective efforts and expertise into finding innovative wealth strategies tailored to suit your needs.

Our clear and transparent process

We believe that a clear and transparent process, coupled with the discipline to see it through, will help you reach your desired destination.

A comprehensive suite of services

Many different components feed into your financial life and we believe that a successful strategy must take each into account and ensure they work together efficiently. By working with you and drawing on the expertise of TD Specialists, we integrate each facet of your wealth strategy to help create a seamless experience.

Portfolio management designed for you

Treating your hard-earned money like our own, we put our savings in the same wealth-building strategies that we recommend to you. And whether you prefer to leave the day-to-day choices to us or be actively involved in decision making for your portfolio, we will tailor our approach to your needs.

We believe a successful investment approach means managing risk, not avoiding it.

Building futures together

If you would like to learn more about our team and our offering, please contact us to book a complimentary discovery meeting.

We will review our approach with you in more detail and get a better understanding of your life goals and how we can help you achieve them.

Pave the path to financial security

A clear and transparent process, coupled with the discipline to see it through, will help you reach your desired destination, even as your goals, priorities and circumstances evolve.

Listen

Using our unique discovery process, we get to the heart of what matters most to you. This deep dive involves evaluating your risk tolerance and acknowledging how your emotions and personality may impact your financial decisions.

Evaluate

Putting the pieces of the puzzle together, we develop a personalized wealth strategy that is aligned with your financial goals and tailored to help meet your unique needs today and deliver the lifestyle you want in the future.

Execute

When you're comfortable with all facets of the strategy, we put it into motion. We take advantage of our relationships with TD specialists to implement a comprehensive solution that allows you to navigate your financial journey with confidence and clarity.

Oversee & Reassess

Your goals and priorities will shift over time. Through regular monitoring and ongoing communication, we fine-tune your wealth strategy to ensure it continues to meet your needs.

Process and discipline – your roadmap to success

We believe a disciplined, time-tested process is key to ensuring you have the tools you need to stay committed to your goals. We pair our process with four wealth pillars, measuring the success of our decisions against the achievement of the following objectives:
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Portfolio management designed for you

During our early discussions, we will work with you to help determine the investment management approach for you and your family. Whether you prefer to steer the overall course, but leave the day-to-day duties to us or be actively involved in decision making for your portfolio, we offer an approach tailored to your needs.

As licensed portfolio managers, we are qualified to offer our clients the freedom to delegate the day-to-day management of their investment portfolios to us. This allows our discretionary clients to focus on other areas of their lives.

In a discretionary relationship, we collaborate to create your investor profile, based on your personal risk tolerance, time horizon and goals. We outline clear guidelines for the building and managing of your investment portfolio. From there, we make trading decisions and help manage your portfolio on your behalf, reporting regularly on performance and progress toward your goals.

Discretionary management is a preferred approach for many high-net-worth investors, in large part because it allows for agility and efficiency as markets shift and buying or selling opportunities arise.

If you prefer to be actively involved in day-to-day investment decisions, including final approval on trades, we also offer advisory services. With this approach, we provide you with recommendations and research about potential investments, working closely with you to create and manage your investment portfolio.

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.

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