Acting as your personal CFO, Goernert Wealth Management aims to give you the financial flexibility to write your own future. Our disciplined, comprehensive, consultative approach combines investment advice with portfolio management, tax-efficient investment strategies, wills and estate planning*, business succession planning and legacy planning. We coordinate all aspects of your financial life in an all-encompassing wealth management strategy supported by a team of financial, legal and insurance industry experts. You benefit from a clear framework that helps you make the best decisions for yourself, your family and your money.
*Services offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.
Goernert Wealth Management