Holistic Wealth Management

holistic & Strategic

Wealth Management Redefined and ready for a digital dawn…

Take control of your future with expert wealth management services. Aimed at professionals, our wealth management solutions help you manage your assets to meet your financial goals.

Whether you want to plan for retirement or establish a secure future for generations to come, our advisors ensure that you make informed choices with your money. Wealth management covers all your financial plans, including:

From selecting the right investment vehicles to estate planning, we offer a personalized and holistic approach. Your financial future is our business. At Peritus Consulting, we believe that wealth management should go beyond basic asset allocation.

We help plan for your entire life, including the unexpected situations that tend to arise. We listen to your needs and wants and then help devise the right financial plan.

Business & Personal Financial Advisory

Strategic Business and Corporate Tax Planning

Holistic Wealth Management, Advisory & Investments

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Advisory Innovation

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18 Court St N, Thunder Bay, ON P7A 4T3

Reach out

+1 807 323 4161
info@peritusgroup.ca