Ethics are of vital importance, especially in the investment industry.
Our CommonWealth team of professionals uphold the highest ethical standards as we manage your money.
We maintain our independence so we can provide you with objective investment recommendations. In fact, we personally invest our money alongside yours in the same funds we recommend to our clients, showing our confidence in our approach.
We keep our interests aligned with our clients by not charging commission but by providing a fee-based platform. Our compensation is purely linked to our investment performance.
Our team spends countless hours conducting valuable investment research for you. We oversee your “pension-style” investment program, combining investments designed to smooth out volatility, so you can spend more of your time on whatever you enjoy.
We believe “stewardship” simply means your best interests come first. We value your trust.
Visit our website to learn more about our stewardship: https://cwealth.ca/stewardship/, our ethical practices https://cwealth.ca/ethics/ and our “pension-style” process https://cwealth.ca/pension-style-process/.
We are dedicated to giving you peace of mind as we look after the entire process of investing for you!
