Mitchell Godard, Investment Advisor,Barrie, ON

Navigating Wealth with Insight and Integrity

Principal Wealth Management is dedicated to helping individuals, families and businesses achieve financial success through personalized strategies and professional guidance. With over 50 years of combined experience in wealth planning, investment management and estate planning strategies, we provide tailored solutions to align with your unique financial goals.

“Financial advice is in the same category as legal or medical advice – there are ethical issues involved that demand professional thoroughness and a concern for individual needs.”

Whether your needs include retirement savings, income or estate planning strategies, wealth management is a long-term commitment. To succeed, we believe you must be able to trust the advice you receive. Trust that is based on performance, service and professionalism. It means delivering carefully researched, objective advice that looks at every opportunity. We help individual clients uncover every opportunity for financial growth and well-being.

Wealth-building Strategies for now and the years ahead

Building Net Worth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies to help you build your net worth. To keep you up to date on key financial considerations, I've included some content below for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Protecting what matters

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected. To help with that, I've included a few articles below that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Leaving a legacy

Leaving a legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place. To help you optimize the eventual transfer of your wealth, I've included a few articles below that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.

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

Phone: (705) 726-3353
Office Location: 33 Collier Street 3rd Floor Barrie, ON L4M 1G5

Mitchell Godard