At Wherry & Associates Private Wealth Management, we have over 25 years of experience helping Canadians build, protect, and transition their wealth. We specialize in working with retirees, pre-retirees, executives, and business owners. Our personalized approach focuses on helping families achieve financial security and confidence across generations.
As part of our holistic financial planning program, we first take the time to really understand what matters to you–your goals, concerns, business needs, and family aspirations. We offer world-leading investment oversight and work with top tax and estate experts to help clarify complex questions, so you can make complicated decisions more confidently.
We view our client relationships as trusted, long-term partnerships. Our role is to thoughtfully guide you through life’s twists and turns, while keeping you focused on your goals in a direct and caring way. Providing clarity and peace of mind is at the heart of everything we do, allowing you and your loved ones to enjoy life to the fullest.