Serving Clients

Let Our Professionals Get To Know You

Tell Us About Your Investment Objectives

Our team of certified financial experts will sit down with you to discuss your financial priorities and identify sustainable long-term investment solutions.  

We oversee the entire process of investing for you. Our “pension-style” portfolios make your money work for you so you can achieve your financial goals.  

CommonWealth Team works for you!

416.258.8907
CommonWealth Team

Our Team Provides

Pension-Style Portfolios

Investment Consulting

Performance Comparisons

We select best-in-class mutual fund managers particularly for their superior, long-term, risk-adjusted track records. Our professional due diligence process ensures your accounts are invested within the guidelines you establish. We diligently monitor your portfolio to continuously deliver on our high standards of conservatism and consistency.

* We evaluate any portfolio for no fee and no obligation. Compare your performance to our CommonWealth Portfolios and decide for yourself how you want to invest.

Information we need from you:

  • Your Investment Statement (*Required for your portfolio comparison report)
  • Financial Documentation for Review
husband and wife sitting in a kayak on a lake at sunset

Subscribe to our CommonWealth
financial e-newsletter

hand holding tree growing out of money signifying financial growth