Kawartha Wealth Management
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Our diverse advisory team offers over 90 years of combined experience within the industry providing our knowledge and experiences to individuals, their families, and businesses. Our relationship with you helps builds tailored made customized wealth strategies. Every situation is different, and we actively listen to gaining in-depth information to establish clear understanding of your goals. Taking the time to build a deep relationship with you is the key to building a personal wealth strategy for your financial success.



· A retirement plan
· Tax mitigation strategies
· Business succession advice
· Private banking solutions
· Customized credit
· Asset protection strategies
· Philanthropic planning
· Estate and Trust services
Our Services
Retirement Planning
Will and Estate Planning
Investment Planning
Healthcare Practitioners
Entrepreneurs / Business Owners
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