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Private Wealth
WEALTH MANAGEMENT
Private Wealth Management at Volpe is a bespoke service designed for individuals who demand the very best in financial expertise.
Our dedicated private wealth management team of seasoned professionals work closely with you to understand your unique financial needs and aspirations. We then craft a comprehensive private wealth management strategy that seamlessly integrates various aspects such as investment management, estate planning, tax strategies, and philanthropic endeavors. Our goal as private wealth management experts is to help you grow, preserve, and pass on your wealth in the most efficient way possible. With us, you can trust that your wealth is in capable hands, managed with the utmost discretion, and guided by a singular focus - your financial success.
Ask about our discounted fee for larger assets of $1million +
Book a Meeting Today!
Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Volpe Financial Solutions
446 Reynolds Street
Oakville, ON — L6J 3M4
ADDRESS
Mon - Fri: 9am-6pm
Sat - Sun: by appointment only
(905) 337-2700
Email Brett Volpe
CONTACT