A certification of skill – a commitment to serve

Landmark Wealth Management

Our approach to serving clients is quite clear: your needs always come first.

The Landmark Wealth Management team achieve this by offering quality advice and ensuring the highest level of integrity, service, and professionalism.

  • Are you looking for a knowledgeable financial advisor who can navigate volatile and challenging market cycles?
  • Do you require focused wealth preservation strategies to assist you in achieving your personal financial goals?
  • Do you place high value on clear communication and full disclosure of costs?

Feel free to browse through our site and learn more about our unique investment approach and services.

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Gerry Son Kee

Gerry

Son Kee, B.Comm Branch Manager/Financial Advisor
Albert Koe

Albert

Koe, BA Hons Financial Advisor
Brad Stan

Brad

Stan, CPA, CA, CFP® Financial Advisor
Daniela Nincic

Daniela

Nincic Financial Advisor
David Di Iulio

David

Di Iulio Financial Advisor
Andrew Ellis

Andrew

Ellis Investment Advisor / Agent
Dale Houser

Dale

Houser Associate Investment Advisor
Wayne Lotta

Wayne

Latta Associate Advisor
Wealth can only be accumulated by the earnings of industry and the savings of frugality.
John Tyler
Sophisticated wealth management