Consilium Wealth & Advisory is a full service private wealth consultancy and insurance brokerage serving Canadians with over a decade of experience.
We provide written financial plans and projections, access to leading institutional private wealth platforms, and a full array of personal life and health insurance.
Our clients chose to work with us because of our highly personalized approach that seeks to tailor solutions to their exact needs. No one client or family is the same, and the dedicated human care that each receives in the process of securing their financial future has resulting in an unmatched level of trust and peace of mind.
In addition to our own expertise, our trusted network of outside professionals such as lenders, lawyers, and accountants are sought after to assist in crafting our client's total financial framework, where needed.
Company Details
- Employees
- 2
- Address
- Toronto, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.consiliumwealth.ca
- Keywords
- Insurance Planning, Private Wealth Management, Financial Consultancy, Holistic Financial Planning, Life Insurance, Critical Illness Insurance, Disability Insurance, Travel Insurance, Group Benefits.
- HQ
- Toronto
- Competitors
- PwC, FranDevCo.
Consilium Wealth & Advisory Inc. Questions
Consilium Wealth & Advisory Inc.'s website is http://www.consiliumwealth.ca
Consilium Wealth & Advisory Inc.'s LinkedIn profile is https://ca.linkedin.com/company/consilium-wealth-advisory-inc
Consilium Wealth & Advisory Inc. has
2 employees.
View email and phone details for 2
employees at Consilium Wealth & Advisory Inc..
Consilium Wealth & Advisory Inc.'s industry is
Financial Services
Consilium Wealth & Advisory Inc.'s categories are Financial Services
