Sophisticated wealth management

Langill & McHenry Investment Advisors

Work with Brett and Adam and join a select group of Toronto area individuals, families and businesses who put their trust in them and their 50+ years of financial experience. Brett and Adam keep their practice small so you get proactive, personalized financial advice that provides life-long security and peace of mind. Brett & Adam's services are ideally suited for investors with a minimum of $500,000 of investable assets.

Brett and Adam tailor their financial planning services to your individual situation, goals and risk tolerance so you can enjoy the life you’re living and feel confident about your future.

Services we offer

Education Planning

As your trusted partner, our knowledge and professional guidance can help you analyze the tax benefits, ownership structure, risk and contribution limits involved in education planning – even what to do with your leftover education funds if your aspiring academic earns a scholarship.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

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