Successful Investor Wealth Management

Successful Investor Wealth Management is an independent wealth management firm managing assets close to $1 Billion on behalf of individual Canadian investors. The company was founded by Pat McKeough, an investment advisor, editor, newsletter publisher and author over four decades. He remains Chief Investment Officer for the firm. Successful Investor Wealth Management was specifically structured to “eliminate the conflicts of interest that can influence brokers’ recommendations,” in Mr. McKeough’s words. The company has no connection to any firm that sells investments. In that way it can build customized investment plans for its clients.