Statera Wealth

Our expert team is here to meet your financial needs.

Welcome

Statera Wealth offers exceptional discretionary money management for affluent Canadian families. Drawing on our collective experience, we offer the best in wealth management, estate and retirement planning services to fulfill all your financial stewardship needs.

Our conservative approach and commitment to capital preservation and long-term growth provides our clients with complete peace of mind. Individualised planning means that we develop a tailored strategy to reduce your taxes, grow your wealth in all market conditions, and devise an all-encompassing wealth plan to help you preserve your legacy and achieve your goals. All of this for a single fee — no surprises, ever.

You’ve worked hard to build your wealth, and now’s the time to enjoy it. Make the most of your retirement safe in the knowledge that not only is your wealth being protected — it’s working for you. Please contact us to discover for yourself why our clients and their families continue to place their trust in us year after year.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
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Awards 

Each year, National Bank Financial recognizes its wealth advisors who stand out in various aspects of their practice.

News and articles

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Read the latest financial news from our National Bank experts. 

Consult our useful guides and tools to help simplify your finances. 

Contact us

Get contact information for our team members and find out where our offices are.

 

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Book an Appointment:

Kimberly Brown