Innovative Wealth Management Ltd. approaches every client’s business as if it were our own. We believe a wealth management team should be more than an advisor. We put ourselves in our clients’ shoes, align our incentives with their objectives, and collaborate to unlock the full potential of their business. This builds deep and professional relationships.
The right approach is necessary for the right outcome. Innovative Wealth Management Ltd. approaches work by applying its external knowledge to ensuring the best outcome for our clients. We know that in order to maximize the potential of success we need to shape our expert advice in a way that applies to what your dreams are and what you want in your future financial life. This allows us to create rich relationships with our clients.
“Innovative Wealth Management Ltd. continues to grow every day thanks to the confidence our clients have in us. We cover many areas within income tax, insurance, and investments and we pride ourselves in building relationships with our clients for life.”
– Philip Primeau | CEO
Is to Develop a plan that will maintain and increase a client’s wealth based on that individual’s financial situation, goals and comfort level with risk. After the original plan is developed, the we meet regularly with clients to update goals, review and rebalance the financial portfolio, and investigate whether additional services are needed, with the ultimate goal being to remain in the client’s service throughout their lifetime. We hope we can bring to you financial peace of mind with our products and services. That is our goal at Innovative Wealth Management Ltd.