Patel Wealth

Planning, Investments, Lending, Banking, Insurance

Helping people since 1981

What we do for you

The Patel Wealth team are a team of experienced financial professionals, specializing in financial planning, estate planning, portfolio management, residential and commercial lending, banking and insurance. Our team develops and implements customized solutions for individuals, families and business owners, with the objective of protecting, growing and transferring wealth over multiple generations. We simplify wealth management for you so you can devote your time to your business, your family, and other pursuits.

Our offer:

  • The highest quality financial, investment and estate planning advice
  • Personalized financial advice tailored specific to each persons individual situation.
  • Strategies designed to help you gather, grow, protect and pass on wealth in a tax efficient manner.
  • Solutions designed with your future in mind, always.
  • Service that exceeds expectations.

More and more clients are choosing the Patel Wealth Management Group to manage their wealth.

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

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