We build long-term relationships with our clients.
Pacific Group Wealth Management is a leading investment advisory firm, providing financial planning and wealth management services to affluent clientele. Our focus is on building long-term relationships with our clients, allowing us to identify and achieve life and retirement goals unique to every individual.
Our knowledge, technological savvy and range of services enable us to create advanced financial strategies. Whether investment, retirement or insurance planning, we work closely with clients to match them with the appropriate financial services and products. Our solutions create financial security and peace of mind throughout each stage of life.
We work with individuals, families and business owners that value our pragmatic and long-term planning approach.
Our Business Philosophies:
- Action is the result of clear decisions
- All types of energy are reciprocated
- Happiness and success are necessary to bring happiness and success
- Somehow, someway, everything always works out
- Fortune favors the brave
Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Securities is a trademark and a business name under which Industrial Alliance Securities Inc. operates.
This is not an official website or publication of iA Securities and the information and opinions contained herein do not necessarily reflect the opinion of iA Securities. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Securities, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that supports independent advisors with their business, and through multiple insurance companies.
Pacific Group Wealth Management is a personal trade name of Mikel Schmidt and Kiefer West.