The Wetherall Wealth Management Group
The Wetherall Wealth Management Group adheres to a conservative, well-balanced approach to investing. They help their clients achieve their financial objectives by carefully planning and creating portfolios that will meet their long-term goals. No matter what type of investment plan you might require – whether growth oriented or income oriented – they will work with you to tailor individual investments and services to meet your current needs and long-term objectives.
(L-R): Christina Parfitt, Alita Battey-Pratt, Bruce Jeffery, Lee Wetherall, Jennifer Stone
Backed by the extensive research and support of RBC Dominion Securities, they keep their clients current about changes that may affect their investments – changes in the law, in the economy, and in the political landscape. In addition to portfolio management, they are also able to provide assistance with estate planning, life insurance, retirement planning and educational savings plans.
We invite you to browse our site to learn more about the variety of
wealth management solutions
that we can offer you.
