We provide our clients with financial peace of mind through comprehensive wealth management, with specialized wealth creation expertise.
Successful business owners and professionals often have a substantial portfolio of investments – but without a coordinated Wealth Management strategy that encompasses retirement, estate*, insurance* and tax planning.
For customized, comprehensive Wealth Management, they turn to Tevis Michaud who, with a carefully screened network of portfolio managers and strategic partners, helps clients preserve and protect the wealth they have worked so hard to accumulate for themselves, their children and their grandchildren.
Tevis’ partner, Ray Martin, is a specialist in Wealth Creation with 25 years of experience investing in companies with rapid growth profiles. Often, clients consult Ray about a portion of their portfolio that they would like to see grow exponentially – because with a little more risk comes more potential reward.
*Services provided through Canaccord Estate Planning Services Ltd.