Telford Wealth is an independent Canadian wealth management company. Driven by our mission to enhance the financial lives of our clients, we provide brokerage services focused on insurance, investments and group benefits to a select clientele of high-net-worth individuals, families and business owners.
We see many benefits to being an independent and privately-held company, free from the influence and pressures from outside parties or shareholders. Our team takes an unbiased approach to our clients’ financial goals; first by research and understanding, followed by ensuring our clients take an active role in their financial planning.
When taking on a new client, we engage in open communication with the intention to identify our client’s assets, goals and tolerance for risk. These conversations define the scope of the products, services and investment opportunities we recommend to them in the future.
As a valued client of Telford Wealth, you have access to a full suite of financial services to suit your individual needs, centred around insurance, investments and group benefits.