A PRUDENT PHILOSOPHY.

Lewis Dyck Wealth Management has been driven by this philosophy for nearly 30 years: understand our clients and do what’s right for them. It’s helped us create long-lasting, meaningful relationships with clients. 

Our clients expect authenticity and transparency in every interaction. We work to get to know them and understand their goals. We approach the management of each of our client’s financial well-being very strategically using our broad and in-depth knowledge of comprehensive financial planning, tax and estate planning, setting up trusts and corporations, multi-generational succession planning, and insurance planning. We invest by building portfolios that cater to specific needs and by choosing high quality, individual securities that provide tax efficiencies. 

OUR CLIENTS

We recognize that wealth management and planning look different for everyone. We work with a select group of high-net-worth families and individuals, professionals, and institutions, looking to secure their wealth.

 

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We draw from our own expertise and leverage long-standing relationships with industry professionals. We liaise directly with our in-house and external counsel including lawyers and accountants, planning professionals, and insurance professionals, to ensure every aspect of our clients’ financial well-being is taken care of so they can focus their time on the people and aspects of life that they love.

 

OUR TEAM

 

 

BUILDING MEANINGFUL RELATIONSHIPS

with integrity, authenticity and delivering value.

 

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