Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
At SBW Wealth Management, we believe financial planning is about creating a life of security, independence, and fulfillment. With extensive experience and an evidence-based approach, we craft strategies aligned with your values, lifestyle, and long-term goals. Our comprehensive, deeply personal approach ensures each client's unique journey is addressed, covering investments, retirement planning, insurance, and estate planning. Our philosophy centers on a holistic approach where every financial decision supports a broader vision for your life.We empower clients with clarity and confidence through values-driven planning, ensuring finances reflect what matters most. Our forward-thinking team builds enduring relationships by enhancing client experiences through exceptional service and personalized guidance. We are your partners in designing a balanced and intentional life.
Services
Investment Management
Business Owner Planning
Financial Planning
Estate Planning
Insurance Services
Highlights and features
- We offer personalized financial strategies tailored to your unique goals and values.
- Our team has decades of combined experience in financial planning and wealth management.
- We prioritize a holistic approach, addressing all aspects of your financial life.
- We collaborate with your legal and tax advisors for comprehensive solutions.
- We provide ongoing guidance to adapt to your evolving financial circumstances.
Services
Investment Management
Our partnership with Quintessence Wealth provides access to a premier investment platform tailored to your ambitions. We design personalized investment plans integrating your goals, risk tolerance, and tax considerations. The experienced team at Quintessence Wealth builds and manages portfolios aligned with your vision, using a third-party custodian to safeguard assets independently.
Business Owner Planning
We offer comprehensive financial planning for business owners, addressing estate planning, governance, and succession strategies. Our team provides unbiased guidance to simplify your financial life, collaborating with your advisors to protect and build upon your legacy through tailored solutions.
Financial Planning
We create customized financial plans addressing cash flow, tax strategies, investment alignment, and risk management. Our evidence-based approach begins with understanding your unique situation, offering ongoing adjustments to align with evolving circumstances and empower confident decision-making for long-term security.
Estate Planning
Our estate planning services ensure wealth protection and legacy preservation through strategic insurance solutions and tailored plans. We collaborate with legal and tax advisors to address wealth transfer complexities, succession planning, and tax efficiency, simplifying the process for your peace of mind.
Insurance Services
We provide strategic insurance solutions to safeguard your assets and ensure financial security. Our approach involves analyzing your unique needs to design policies that protect your wealth, family, and business interests while aligning with your long-term financial goals.
People
Andrew Mackinnon
Managing Partner and Wealth Advisor
With over 20 years in the industry, Andrew specializes in retirement planning, tax, and estate strategies for entrepreneurs. He holds CFP and CLU designations and graduated from Saint Mary's University.
Kenneth MacQueen
Managing Partner
Kenneth has over a decade of experience in wealth management across Canada and the UK. He holds an MBA, CIM, and CFP designations, focusing on portfolio strategy and long-term security.
Roger Sinclair
Wealth Advisor
A founding partner with 39 years of experience, Roger specializes in holistic financial planning and has received national recognition for his community volunteer work in financial advisory.
Cheryl Paraskevopoulos
Business Service Specialist
Cheryl has over 15 years in financial services, holding ACS and ALMI certifications. She ensures operational efficiency and timely execution of client-focused tasks with a strong work ethic.
Jessica McKay
Wealth Support Associate
Jessica brings 11 years of customer service and administrative expertise, excelling in project coordination and client relations while advocating for workplace efficiency and innovation.
Questions
What services does SBW Wealth Management offer?
We provide investment management, financial planning, estate planning, insurance services, and specialized guidance for business owners.
How does SBW approach investment management?
We partner with Quintessence Wealth to create personalized portfolios aligned with your goals, using third-party custodians for asset security.
Do you work with business owners?
Yes, we specialize in financial planning for entrepreneurs, addressing succession, governance, and wealth preservation strategies.
How are estate plans developed?
We collaborate with legal and tax advisors to create customized estate plans focusing on wealth transfer and tax efficiency.
What qualifications do your advisors hold?
Our team holds CFP, CIM, CLU, and CFA designations, with decades of combined experience in financial advisory services.
Are you regulated by financial authorities?
Our partner Quintessence Wealth is regulated by the Ontario Securities Commission and other provincial securities commissions.
