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Discover Our Expertise
Whitford Wealth Management exists to solve the critical issues facing our clients, both personally and corporately. Our unique approach is not only what differentiates us, but also what makes us successful. We provide a broad range of financial services and solutions to help our clients facilitate change, achieve their vision and optimize the financials goals they have in place.
ABOUT US
Brandon Whitford Wealth Advisor
In 2001, Brandon was a founding partner of Pallenburg Wealth Management. At Pallenburg he held the position of director. After 10 years at Pallenburg Brandon opened Whitford Wealth Management Inc. using a Fee Based platform for his high net worth clients. With over 20 years of experience, Brandon has the capabilities and expertise to take your personal and corporate investments and insurance needs. At Whitford Wealth Management, we combine our process and skills to help you reach your dreams.
OUR APPROACH
Develop a plan
There is a growing trend in the financial industry towards a cookie-cutter investment approach and retirement income planning. It is our belief that every client has a unique and complex financial situation, therefore our relationship with clients always starts the same way - getting to know you, clarifying your objectives and developing a personal wealth management plan tailored to your specific needs. We then develop strategies based on your timelines, required investment returns and risk tolerance. After implementing your plan we meet as often as needed to develop and implement your plan, and once or twice annually or as often as needed to re balance your investments, review your plan and keep your portfolio on track.
SERVICES
Achieve Your Goals
At Whitford Wealth Management, our main goal is to provide you with the information you need to help you through the maze of financial products. All products, including mutual funds, GICs, annuities and life insurance are placed under the microscope, to bring you the best products and value in today’s market place. We are consistently looking for products with below-average risk and above-average performance. All fees, including self-directed fees and mutual fund management fees are scrutinized, to ensure that we are the most competitive in the industry.
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Services include:
• Financial Advising
• Investment Management
• Tax and Estate Strategies
• Education Strategies
• Investment and Risk Management
• Charitable Giving
• Business Succession Planning
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Fee based Wealth Management
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At Whitford Wealth Management we do offer traditional no load and commission based wealth management.
We are transitioning our larger accounts into a tiered advisory fee structure which results in lower advisory fees.
For non-registered or corporate accounts, our advisory fees may be tax deductible. There is clear compensation disclosure so you can see the services that you are receiving and what you are paying for them.
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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Whitford Wealth Management Inc. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.
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CONTACT US
201-666 Kirkwood Ave
Ottawa, K1Z5X9
Canada
613-233-3312
1-885-845-4860