M2 Wealth was established to protect our clients' assets while creating growth and long-term prosperity through our high-quality wealth management and planning services. We pride ourselves on the quality of the wealth management services that we offer to our discerning clients, from families to business owners. At the heart of our service lies the provision of clear and trusted advice in the areas of financial planning, investments, and insurance, with the aim of supporting our clients in making well-reasoned and strategic decisions to increase their wealth.
We provide personal and corporate services.
Personal Services
Our overriding goal is to work in partnership with you throughout the wealth planning process to develop a sophisticated and comprehensive financial plan which grows with you and your family. We will analyze your current situation, support you to define your future goals and then continuously work with you to monitor and amend your plan to make sure that it fits your needs.
Corporate Services
We understand that smart wealth management planning isn't just about the returns on your investments but about building and maintaining an integrated master plan. This plan will take into account all aspects of your financial life: from investments and taxes to legacy wishes. It is customize to seamlessly suit your personal needs.
Company Details
- Employees
- 2
- Address
- 10 Cassels Road West, Brooklin,on L1m 1a5,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.m2wealth.ca
- Keywords
- Financial Planning, Wealth Management, Corporate Insurance, Personal Insurance, Personal Investments, Corporate Financial Planning, Corporate Financial Services, Personal Financial Services, RRSP, TFSA, Estate Planning, RESP, Investments, RDSP.
- HQ
- Brooklin, ON
M2 Wealth Questions
M2 Wealth's website is https://www.m2wealth.ca
M2 Wealth's LinkedIn profile is https://ca.linkedin.com/company/m2-wealth
M2 Wealth has
2 employees.
View email and phone details for 2
employees at M2 Wealth.
M2 Wealth's industry is
Financial Services
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M2 Wealth's categories are Financial Services
