We See You Differently at Insightful Wealth Group
Your family is unique. Understanding your individual circumstances and needs allows us to tailor our services specifically to you, so that you receive the best care, advice and attention of our entire team. From the first word of introduction to the last handshake (or hug!) as you walk out the door, we’re here to transform your experience of what investment planning can be. We do this by getting to know you — well. We’re here to listen, to guide, and to make plans.
We understand that your future and your family’s wealth is vitally important, so we go to great lengths to get to know you – on both a personal and financial level. We care this much about making a difference. With this in mind, we use our extensive experience, knowledge and well-developed processes to provide you with a comprehensive plan designed to meet all your goals and dreams.
We know that managing your wealth and assets takes a tribe of people working diligently together, and we love the feeling that comes from delivering results. We know that we couldn’t do what we do without a strong team. The Insightful Wealth Group team brings over 70 years of experience in the financial advisory industry.
Christine's extensive financial knowledge and expertise spans more than 31 years. She began Insightful Wealth Group with the view of creating a capable and caring group of professionals united to bring financial success and education to their clients.
Christine has been recognized as a top wealth advisor and has received several advanced designations including Fellow of the Canadian Securities Institute (FCSI), the highest honour in the financial services industry, and Chartered Investment Manager (CIM).
Our team is devoted exclusively to delivering comprehensive strategies and sophisticated solutions to high-net-worth families and business owners. Our offer includes everything from cash flow planning to risk management, tax and estate strategies, investment strategies, and everything in between.