Client Login
About
PMWS
PensionizeMe Wealth Services (PMWS) is a full service wealth management firm. We serve families who have Professional Services Corporations, Operating Companies, Holding Companies and Trusts. We will also accept private clients if there is an opportunity to help.
What We Do
Wealth Planning & Investment Management
Basically, there are two ways a wealth advisor can help clients. The first is to find a product to generate higher returns to make up the shortfalls. This usually means more risk. The second way is to help clients find money they are losing unknowingly and unnecessarily, and putting it to work. Basically, creating economic efficiency in your finances. PMWS focuses on the latter.
PMWS likes using a golfing analogy to describe how we operate. PMWS never leads with product because we don't know what needs to be addressed. How can we recommend clubs if we haven't seen your swing? Even then, we can build out your golf bag without using the same brand. In the end you end up with a custom golf bag that suits your goals and needs. This is the benefit of independence.
Finally, and most important, we are Portfolio Managers licensed under the Canadian Investment Regulatory Organization in (CIRO). Designed Wealth Management (DW) is our dealer and your assets are held in safe custody with AVISO Wealth. As with any Canadian Securities dealer your accounts are protected under the Canadian Investment Protection Fund (CIPF).
