We believe clarity is the key to confidence.

Where can your wealth take you? That’s the big question.

And we’re here to help you answer it—and many more—with clarity, expertise, and integrity.

 

Meet the Team

 

True Wealth is about more than money

Bringing together investment management with comprehensive financial planning and advice, we help you navigate, optimize, and—most importantly—enjoy your wealth with confidence

 

Our Services

 

 

 

 

 

 

 

A couple of wooden Muskoka chairs sitting on the dock with a lake and cottages across in the background.

 

It's not just what we do, it's how we do it. 

We work with individuals and families whose success has brought greater complexity to their wealth.

Our goal? To make our sophisticated solutions easy to understand and implement.

 

Our Approach

“Jon has not only increased the value of our assets but has set our mind at ease through this entire process.”

W.W. and G.W. – Business Owners (industrial) 

“They quarterback and lead my wealth management team as a cohesive unit.”

R.L. – Dentist

“Jon and his team have been invaluable with advice and support as we charted our next chapter.”

D.I. – Insurance Executive

 

See more of what our clients have to say

 

 

You’ve got questions; we’ve got personalized, expert answers. And it all starts with a simple conversation. Contact us today.