Daley Wealth Management

Being rooted in the Waterloo region, we’re exposed to a cross-section of innovative minds and diverse perspectives across industries from manufacturing and healthcare to professional services and the tech industry. That’s what makes the region so unique: startups and main street businesses side-by-side sharing the same values of community. As wealth managers, our role allows us to serve this community to advise and empower them financially as they move through their careers and retirement.

We’re innovative. Alongside the University of Waterloo, we’ve developed an innovative approach to maximizing retirement income. Our process helps lower risk while increasing income giving you peace of mind to know your wealth will support you sustainably.

We’re guided by you. Your goals are the starting point. We carefully design financial plans to reflect those goals and your appetite for risk. Our investment philosophy is rooted in the fundamentals: investing in the broad market through low-cost, diversified securities like ETFs and index funds.

We act as a sounding board for your financial life. Our clients don’t wait for the annual review, they know we’re here to answer whatever questions come up: whether it’s changing jobs, moving to a new house or planning their retirement. Together with Richardson Wealth’s team of in-house tax, insurance, and estate planning experts, we’ll find a solution for whatever challenge you’re facing and whatever goals you aim to achieve.

We’re transparent. We act with the utmost fiduciary responsibility. As a part of Richardson Wealth, everything we do is with the client’s best interest in mind. We are paid directly by our clients, don’t use in-house products, and are transparent about fees.

Let us help you get from where you are to where you want to be.