Private Wealth Management

  • The Role of The Investment Counselor (Video)
  • Investment advice is preceded by a discussion on how is your family to be looked after.  How important is multi-generational wealth management and transfer?
  • Client investment portfolios are managed to preserve wealth and to minimize risk through conservative, consistent wealth management
  • Campbell Financial Advisors, ensures dedicated portfolio advisory teams for the discerning investor looking for new ideas, with a value-added – client centred focus
  • Personalized discretionary strategies for your investment portfolio is guided by an individualized investment policy statement
  • Investment Portfolios are designed with tax effective money management strategies
  • Client accounts are held in the client’s name and not within a mutual fund
  • Detailed consolidated reporting
  • Lower investment management costs