Independent
By operating a truly independent model, we only recommend strategies and products that are in our client’s best interest.
By operating a truly independent model, we only recommend strategies and products that are in our client’s best interest.
Our senior advisors have a mandate to achieve the highest level of education in our field by becoming Portfolio Managers, Certified Financial Planners, and Chartered Life Underwriters.
We provide heartfelt service to our clients to make sure that when you need access to our team you feel connected and taken care of.
Through our partnership with Quintessence Wealth, we have access to Portfolio Managers who have a fiduciary duty to clients. We are required, both from a regulatory and compliance standpoint, to always act in our client’s best interest.
We have three key principles that drive our approach to wealth management and you, the client, are at the heart of it.
Our team is made up of wealth professionals interested in putting you first.
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For years, you’ve dined on meat and potatoes; sturdy fare that’s given you the strength and endurance you’ve needed. Now, however, while the prime cuts of meat still deliver, the
flatiron@flatironwealth.com
T: 416-363-8880 // F: 416-363-0998
49 Wellington St. E., Suite 400, Toronto, Ontario M5E 1C9