Helping people since 1981
Helping you build and protect generational wealth
At Patel Wealth, we provide sophisticated, team-based financial advice tailored to the unique needs of high-net-worth individuals, families, incorporated professionals, and business owners. Our approach is deeply collaborative, working closely with you, your family, and your professional advisors to create an integrated wealth strategy that evolves with you. From personalized investment management and tax-efficient retirement planning to estate structuring, insurance solutions, and specialized pension strategies like IPPs, our goal is to help you make informed decisions that preserve and grow your legacy for generations to come.
We believe in clarity, integrity, and proactive advice—because you deserve a team that sees the big picture and stands beside you every step of the way.
What our clients say
Team Lead, Hamilton, ON
At first, I did not understand specific features about my investment vehicles, such as my RRSP and TSFA, and if the investments were conducive to my conservative way of thinking while still earning a considerable return on my investments. I felt scared and uncertain that I may not have enough money to live on after retirement. After working with Sheean, I felt more confident that I had a better understanding and knowledgebase about my investments. They were able to really explain what I needed to change in my portfolio in order to meet my personal financial goals and they did so using plain English and real life examples that was not only relatable but easier to understand.
Our Services
What our clients are saying
“As a physician with a professional corporation, I needed more than just basic investment advice—I needed integrated tax and retirement planning. The Patel Wealth team not only understood my unique needs, but also helped me implement an IPP and insurance strategy that gave me long-term clarity and peace of mind. Their expertise is exceptional.”
Dr. M.S., Client since 2020
“When I sold my business, I was overwhelmed with financial decisions. Patel Wealth helped me structure my investments, manage tax exposure, and build an estate plan that reflects my values. They coordinated everything with my accountant and lawyer—making the process seamless. I trust them like a partner.”
A.P., Business Owner & Entrepreneur
“I used to bank at a traditional branch where I felt like a number. Switching to Patel Wealth was a night-and-day difference. They took the time to understand my goals, explained every step clearly, and built a financial plan I finally feel confident about. I only wish I had found them sooner.”
R.K., Client since 2022
News and articles
Follow us on social media
