Home | PWM – JOHN TRANTER

No complexity

Our team excels at dissolving barriers between clients and their financial strategies. As our client, you will receive clear, consistent and current information about wealth management so you can make sound decisions about your money.

Wealth management solutions

High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you'll find the strength of one of Canada's most respected financial corporations with experienced and qualified experts we can involve when required.

Our approach

Our approach to wealth management is based on sustainability for the long term. Keeping a close eye on your net worth is like maintaining a vintage car so you can drive it for a long time and then pass it on to your children.

Our approach

When you work with us, know that your portfolio is monitored by professionals who are experienced at keeping financial goals on track. We'll tailor a flexible strategy as unique as you are. Then we'll stay in touch with you regularly to discuss options or changing circumstances.

Wealth management solutions

High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you’ll find the strength of one of Canada’s most respected financial corporations with experienced and qualified experts we can involve when required.

We offer a full line of financial products and services:

Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services.* Managed asset investment programs.* Philanthropic planning.

* Preferred pricing available for households with $500,000 or more in investment assets.

"I know what I want to accomplish. I look to John for the strategies and direction to make it happen."

- Dr. Algis Mikelenas

"Rob is our financial advisor, at least he is on paper. He is more than this though, he is a trusted friend. He was recommended as a person to trust prior to my own father in law's passing. If that is not a vote of confidence I cannot say what else is. Rob and his team have filled and exceeded our expectations...."

- Dr. C.T. MD FRCPC

Your plan is your life

We believe that everyone can benefit from professional financial advice throughout life. Listen to people like you tell their stories about how they grew their net worth.
Transcript available

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Phone: (905) 304-3002 |
Toll Free: (877) 514-2227

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