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.