Your Goals Are Our Top Priority

We align our advice with what matters most to you and your future.

Our Strength Is Our Team

Decades of experience. One shared commitment: your success.

Meet our team

What Our Clients Say

Real stories from the people who trust us with their financial future.

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Our Commitment to Your Financial Success

At WSMP Wealth Management, your goals drive our process. We specialize in helping professionals, from physicians and incorporated professionals to executives and entrepreneurs, navigate the complex intersection of personal and business finances. With deep experience in incorporation strategies, tax planning, and long-term wealth building, our team delivers personalized financial plans designed to adapt as your life and career evolve. Whether you’re planning for retirement, growing your business, or preparing for the next generation, we provide the clarity and confidence you need to move forward with purpose. 

Let us guide you toward a prosperous future.

Strategies as Unique as You Are

Your financial life is multifaceted — and so are our solutions. With over 100 years of collective experience, we offer a deeply personalized approach to wealth management backed by a team of accredited professionals and a trusted network of legal, tax, and actuarial partners. Whether you’re building wealth, preserving it, or planning its transition, we’re here to guide you every step of the way.

We offer tailored advice in three key areas:

Comprehensive Financial Planning

  • Incorporation and business planning
  • Retirement income strategies
  • Tax optimization and risk management
  • Estate planning and intergenerational wealth transfer

Investment Management

  • Custom-built, cost-effective portfolios
  • Access to traditional and alternative investments
  • Tax-aware investment strategies
  • Consistent, disciplined portfolio oversight

Advanced Wealth Strategies

  • Trust and estate structures
  • Charitable giving strategies
  • Individual Pension Plans (IPPs)
  • Cross-border planning and business succession

No matter your starting point or destination, time to understand your goals and create strategies that evolve with you. Our approach is thoughtful, thorough, and always centered around what matters most to you.

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What Our Clients Say

Real stories from the people who trust us with their financial future.

Testimonials

Our Strength Is Our Team

At WSMP Wealth Management Group, every thoughtfully designed, comprehensive wealth plan is the culmination of our team’s experience, intuition, and diverse viewpoints.

Collectively, we have decades of experience in financial planning, portfolio management, capital markets, securities trading, and tax, estate, and insurance planning for incorporated professionals. We have guided physicians and professionals through the early stages of incorporation to their retirement years. This experience has taught us that every relationship deserves a unique approach.

Our differentiator is our diverse viewpoints.

Meet our team