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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 218 Sheppard Ave East, Toronto,on M2n 3a9,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Toronto, ON
- Competitors
- Formusa Zuccaro, NextEra Energy, Inc., Virtus Capital Management, Newhaven Asset Management Inc., NextEra Energy Services, formerly Vanguard Energy Services, Skyview Private Wealth | Mandeville Private Client, The Successful Investor Inc., Purewealth Financial Group, Supa Stellar, IA Financial Group - Liland Insurance Agency.
Successful Investor Wealth Management Questions
Successful Investor Wealth Management's website is https://www.tsinetwork.ca/wealth-management/
Successful Investor Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/siwm
Successful Investor Wealth Management has
7 employees.
View email and phone details for 7
employees at Successful Investor Wealth Management.
Successful Investor Wealth Management's industry is
Financial Services
Successful Investor Wealth Management's top competitors are
Formusa Zuccaro,
Nextera Energy, Inc.,
Virtus Capital Management,
Newhaven Asset Management Inc.,
Nextera Energy Services, Formerly Vanguard Energy Services,
Skyview Private Wealth | Mandeville Private Client,
The Successful Investor Inc.,
Purewealth Financial Group,
Supa Stellar,
Ia Financial Group - Liland Insurance Agency.
Successful Investor Wealth Management's categories are Financial Services
Successful Investor Wealth Management's founding year is 1995
