Teaming with expertise
Expertise. Integrity. Reliability.
The Cullen-Hayward Wealth Management Team provides full-service wealth management solutions to high net worth Canadian families and institutions. With more than 75 combined years of investing experience, our disciplined approach has earned us the reputation for providing solid, customized financial solutions that deliver better than average returns over the long term.
Wealth Management
Creating a plan that minimizes risk, speaks to your interests and achieves your financial objectives is paramount. That's why we take time to listen to your needs, goals and expectations. We'll carry out an in-depth evaluation of your situation and provide a personalized financial plan. We can help you to:
- build a balanced investment portfolio
- create growth opportunities
- manage day to day portfolio decisions
- meet income needs
- plan your retirement
- minimize your taxes
Portfolio Management
We offer our clients the option of discretionary portfolio management services. Together, we'll set the guidelines that lay the foundation for all investment decisions made on your behalf, and we'll take it from there. You'll have the benefit of a custom-designed portfolio that is well-managed and reviewed on an ongoing basis.
Resources
We capitalize on the knowledge of a unique team of in-house specialists to bring you the most complete, well-rounded support possible. Our resources include financial planners, insurance consultants, will and estate planners, research analysts, economists and traders.
