North Shore Wealth Management

North Shore Wealth Management is a reputable financial services provider that has been serving the community since 2005. Over the years, we have built a strong reputation based on trust, integrity, and exceptional service. Our team of experienced and knowledgeable advisors is dedicated to helping you make informed and confident decisions about your financial future.

Our Team: Independent, Personable, and Tenured Advisors

The heart of North Shore Wealth Management is its independent, personable, tenured, and well-educated advisors. Our advisors are committed to understanding your unique needs, goals, and preferences, and to providing you with tailored financial solutions that align with your life stage and financial objectives. We take pride in our long-standing relationships with our clients, and we are grateful for the many referrals we receive from them.

Our Services: A Wide Range of Investment Products and Insurance Solutions

At North Shore Wealth Management, we offer a wide range of investment products and insurance solutions to help you grow and protect your wealth. Our services include:

• Investments: We offer a variety of investment options, such as stocks, bonds, options, ETFs, and mutual funds, to help you build a diversified and balanced portfolio that suits your risk tolerance and return expectations.
• Insurance: We provide insurance solutions to help you protect your income, assets, and loved ones. Our insurance products include life, disability, critical illness, and long-term care insurance.
• Banking: We offer banking products and services by referral arrangements through our related company Manulife Bank of Canada. We can help you with your daily banking needs, such as chequing and savings accounts, loans, and credit cards.

Our Approach: Partnering with You for Educated Decisions

At North Shore Wealth Management, we believe in partnering with you to make educated decisions tailored to your individual needs. We take the time to listen to your concerns, answer your questions, and provide you with clear and objective advice. We also believe in empowering you with knowledge and resources to help you make informed financial decisions. That's why we offer educational blogs, FAQs, and webinars on various financial topics.

Our Commitment: To Your Satisfaction and Success

At North Shore Wealth Management, we are committed to your satisfaction and success. We strive to provide you with exceptional service, transparent communication, and personalized solutions. We are proud of our track record of helping our clients achieve their financial goals and dreams, and we look forward to serving you.