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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
- HQ
- Toronto, ON
- Competitors
- IA Financial Group - Liland Insurance Agency, Skyview Private Wealth | Mandeville Private Client, Virtus Capital Management, The Successful Investor Inc., NextEra Energy, Inc., NextEra Energy Services, formerly Vanguard Energy Services, Purewealth Financial Group, Supa Stellar, Newhaven Asset Management Inc., Formusa Zuccaro.
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
Ia Financial Group - Liland Insurance Agency,
Skyview Private Wealth | Mandeville Private Client,
Virtus Capital Management,
The Successful Investor Inc.,
Nextera Energy, Inc.,
Nextera Energy Services, Formerly Vanguard Energy Services,
Purewealth Financial Group,
Supa Stellar,
Newhaven Asset Management Inc.,
Formusa Zuccaro.
Successful Investor Wealth Management's categories are Financial Services
Successful Investor Wealth Management's founding year is 1995
Explore related pages
Successful Investor Wealth Management company profile
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Top Successful Investor Wealth Management Employees
-
Beheshteh M.
Portfolio Associate At Siwm
London, Canada Metropolitan Area, Canada -
Robert Wiseman CFA FRM CIPM
Account Executive At Successful Investor Wealth Management
Toronto, Ontario, Canada, Canada -
Mansi Kerkar
Client Services Associate
Toronto, Ontario, Canada, Canada -
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