Turning aspiration into action
Whether you’re an entrepreneur embarking on a new business venture or a retiree seeking to build a lasting legacy for future generations, we know that the key to achieving long-term success is to turn aspiration into action. That’s why at Wilkie Wealth Management, we deliver proactive planning tailored to your needs, disciplined investing centred on your goals, and help you set measurable milestones along your lifelong journey.
Unmitigated client support backed by unparalleled industry experience
At Wilkie Wealth Management, our client-centred approach is strengthened by over 100 years of combined industry experience. In that time, we’ve encountered the ups and downs of the markets, the highs and lows of our clients’ lives, and the twists and turns of their journey toward success – providing true peace of mind at every milestone along the way.
Michael Wilkie
Christy Dinning
Clare Singh
Andrew Bryson
Jennifer Lin
Kathryn Stewart
What we do
Wealth Management
All-encompassing planning with measurable outcomes
At Wilkie Wealth Management, we pride ourselves on coordinating all aspects of your financial life and tracking your progress towards your goals. The result is a clear plan for your future, increased security, and the freedom to focus on what matters most to you.
Put simply, our clients benefit from a wealth management approach that is:
Through in-depth conversations and depending on your unique needs, we ensure your wealth planning is comprehensive by providing strategic support in all pertinent aspects of your wealth including financial planning, estate planning, insurance planning, tax planning, retirement planning, and more.
Once the parameters of your comprehensive plan are established, we leverage the skills of our dedicated wealth associate, Jessica Kang, to act as the “glue” that brings all pieces of your puzzle together – providing our team with the information and updates we need to provide truly tailored advice.
With over 100 years of combined experience and industry-leading credentials, our team has encountered a wide range of wealth, business, and family-related circumstances that empower us to anticipate needs, overcome challenges, and provide proactive advice for true peace of mind.
To ensure you’re tracking towards your goals as efficiently and effectively as possible, we take great care to set milestones, measure the outcomes, and make strategic adjustments to your overarching plan along the way so that you, your family, and your wealth are protected for generations to come.
Investment management
Pension-style investing with a personal touch
Our pension-style approach to investment management – which expertly balances growth and risk to secure your financial future – is based around your income needs, risk appetite, time horizon, and other key factors in your investment policy statement (IPS).
Put simply, our clients benefit from an investment portfolio that is:
We work diligently and collaboratively to uncover your short- and long-term objectives, rate of return, risk tolerance, investment period, and asset allocation in order to build a personalized portfolio that is truly reflective of your values and propels you and your family towards your goals.
As part of your personalized strategy, we leverage the knowledge of our experienced team to thoughtfully diversify your portfolio across different asset classes, industries, and geographies in order to protect against risk, grow your wealth, and provide true security moving forward.
Combining our own in-depth knowledge of the markets and financial trends with that of leading analysts from RBC and beyond, we ensure your investment advice is always up to date, backed by rigorous research, and completely centered on the best interests and long-term goals of you and your family.
We regularly review your overarching wealth plan and investment strategy to align with your ever-changing life circumstances, family dynamics, and financial goals, ensuring your strategy is reflective of today while still positioning you to accomplish your dreams tomorrow.
Mike’s Musings
Client corner
Collaboration. Education. Simplification.
In conjunction with our collaborative approach, we’re pleased to provide a series of educational resources designed to help simplify your financial life and provide easy access to your accounts. If you have any questions, we invite you to contact us directly and we’d be happy to help.
Tax reporting guide
Find important dates and required tax information for your annual tax return.
Family wealth guide
Discover 10 important strategies to build and protect your family’s wealth.
Financial literacy guide
Build sound financial management skills at every stage in your financial journey.
Business owner’s guide
Discover 10 key decisions every business owner should make at every life cycle.
Estate planning guide
Plan for tomorrow, today to retain more of your assets and leave a lasting legacy.
Life is complex – your financial life shouldn’t be.
Discover how our experienced and knowledgeable team can help.
Email:wilkie.associates@rbc.com
Phone:604-713-2741