Coordinating, simplifying and strengthening your wealth.  


Cudmore Ross Wealth Management is one of the leading advisory teams in Canada. Located in beautiful Prince Edward Island, we are passionate about unburdening our clients from the financial complexities of managing their wealth so they can focus on things of greater importance to them.

We offer a strong team of investment leaders: Stephen Cudmore plays the big-picture role, discovering what lies in people’s heads and hearts. He enjoys working with people, coordinating and simplifying wealth and building plans to help people achieve their greatest aspirations; Jonathan Ross is our resident expert on the markets, investment strategies and asset allocation; and Garth Doiron, a Certified Professional Accountant brings his tax knowledge to the team, is our lead in-house Financial Planner and provides analytical skills to our investment reviews for clients. 

With our expertise on the ground on PEI, and our tax, legal and estate expertise through our extended team in Toronto, our focus is on serving high net worth or high complexity families. 

Our team plans and executes proven, disciplined strategies utilizing traditional institutional money managers, as well as selected private equity and debt instruments based upon long-term, firmly-planted, conservative beliefs and processes.

The next generation of wealth.™

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your goals and expectations.

It's also about controlling what you can and protecting what you can't. And that's where we can help. Over the years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - live life. On their terms.

Our team works with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk. As part of your Advisory team, we engage our in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for you to address any estate, tax, philanthropy, insurance and business and farm succession needs you and your family may have.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.

 


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Podcast

 

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.

 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

8 March 2021
Is gold broken?
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22 February 2021
Valuations – Not as high as you think
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March 2021
Investor Strategy: The yields they are a-risin’
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