Welcome to Hewson Wealth Partners
We’re excited to build this journey with you
Welcome to Hewson Wealth Partners.
You were referred to us by one of our valued clients, and we’re truly honoured by that trust.
We are a client-focused team backed by the trusted RBC brand, here to support you at every step of your financial journey. From onboarding to advanced planning, our goal is to guide you with insight and integrity.
With access to an expert portfolio manager and a full complement of RBC-backed planning services – including our in-house Certified Financial Planner – we design personalized wealth strategies that support your goals, safeguard your legacy, and help you move forward with confidence.
Our commitment to you
Our team is committed to two things: Our clients and our investment strategy. For over two decades, our investment strategy has led us through difficult economic times and has proven to be a reliable foundation for building successful roadmaps to your future. As we continue to construct customized, goal-oriented portfolios, we will continue to have faith in our principles of maintaining objectivity, managing risk, and rules-based investing.
Here is how our principles play out for you:
Maintaining objectivity
Rather than following investment trends, we take the time to meticulously research stocks and sectors in order to provide you with sound, unbiased advice.
Managing risk
We can’t foresee everything but do our best to be prepared for anything. By identifying your goals and prioritizing your needs, we are better positioned to plan and adapt to any unforeseen circumstances that come our way.
Rules-based investing
Our systematic approach is structured to outlast trends, navigate market fluctuations, and help you secure stable, long-term results.
Meet the team
Building confidence in your financial future through exceptional service and professional advice.
David Hewson
Helen Soares
Nicole Keegan
Martin Schultz
Andrew Berriault
I couldn’t be more pleased with the exceptional work my investment team at Hewson Wealth Partners has done in diversifying my portfolio after my retirement over fifteen years ago. They have ensured my investments consistently performed in line with, or even above, market expectations. When it came time to fund my overseas house construction, they were efficient and quick in providing the necessary support.
— Diana B., client
Step forward with confidence
We welcome you to schedule a complimentary meeting with us by giving us a call or sending us an email.
Email:hewsonwealthpartners@rbc.com
Phone:416-842-7260