The Van Vliet Wealth Management Group provides independent investment advice to high net worth individuals, families, trusts and corporations using a risk management philosophy, providing solutions to suit your lifestyle.
In addition to the core portfolio construction and management, we integrate retirement and intergenerational planning into a complete Private Wealth Management solution. We can show you how to securely transfer money to loved ones, establish a trust or foundation, or simply help manage your finances on a daily basis. We draw on the expertise of a team of specialists that we have assembled, to deliver the most complete, personalized, and integrated wealth management solutions possible.
Our expertise is demonstrated through both the short and long-term benefits of smarter tax strategies and improved investment decisions. We provide the investment management of client portfolios by using our Van Vliet Wealth Management Managed Portfolios as well as some of the world's best money managers on an individually managed discretionary account basis.
As a member of the National Bank Financial Wealth Management, we can draw on more than a century of knowledge and the resources of one of Canada's largest financial institutions.
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.
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
Our advice, support and dedication are greatly appreciated by all of our clients.
Indeed, you can always count on:
Our flagship publication, Asset Allocation Strategy, provides readers with our monthly look at what’s been moving markets, their impact on our macroeconomic outlook, and our resulting portfolio strategy across asset classes.