strubwealth.com
Wendy Strub Wealth Management - Our Team
http://www.strubwealth.com/our-advisory-team
Wendy Strub Wealth Management is a top tier Canadian advisory practice, recognized by membership in Canaccord Genuity Presidents Club* and Chairmans Club* . Our practice has been built on the deep expertise we provide, helping successful families preserve and grow their wealth over generations. Our diverse clientele commands a high level of service. Each of our financial professionals performs a key role in the investment management process. 2012, 2011, 2008, 2007 Canaccord Genuity President’s Club.
canaccordwaterloo.com
Canaccord Waterloo - Meet our Advisory Teams
http://www.canaccordwaterloo.com/meet-our-advisory-teams
Meet our Advisory Teams. Meet our Advisory Teams. Lysnes Magreehan Wealth Management. Wendy Strub Wealth Management. Please contact us to learn more about how we can help you achieve your financial goals. 2016 Canaccord Genuity Corp. The information on this web site is intended for use by persons resident and located in Ontario, Newfoundland and Labrador, Nova Scotia, New Brunswick, Yukon Territory, British Columbia, Alberta only.
strubwealth.com
Wendy Strub Wealth Management - 2nd Opinion
http://www.strubwealth.com/second-opinion
Second Opinion - Find Out What Peace of Mind Feels Like . . . When the markets turn as volatile and confusing as they have over recent years, even the most patient investors may come to question the wisdom of the investment plan that theyve been following. At WENDY STRUB WEALTH MANAGEMENT. Either way, the. With sincere hope, we want to be able to assist you. Don’t wait. Call or email us today. And let’s take the time to meet each other. 2016 Canaccord Genuity Corp. Canaccord Genuity Wealth Management is ...
strubwealth.com
Wendy Strub Wealth Management - Process
http://www.strubwealth.com/process
We work with you to gain a deep understanding of your unique financial and personal situation and then incorporate your vision into a comprehensive financial strategy that you understand. Find Out What Peace of Mind Feels Like . . . Muliple strategies and tactics coordinated to achieve your goals. Asset allocation that incorporates traditional and alternative asset classes. Focus on strategies that align your investments with your overall financial objectives. As part of Canadas leading global indpendent...
strubwealth.com
Wendy Strub Wealth Management - Products & Services
http://www.strubwealth.com/products-and-services
Financial Management Planning and Advisory Services. Tax Free Savings Accounts. Registered Education Savings Plans. GPS - Global Portfolio Solutions. Flow-through Investments – Tax Shelters. Bonds, Debentures, GICs. Individual Pension Plans (IPP). Using Trusts to Protect Your Assets. Offered through Canaccord Genuity Wealth and Estate Planning Services Ltd. CLICK TO ENLARGE IMAGE. Global Portfolio Solutions (GPS). Gold Standard Award for Discretionary Portfolio Management (UK) – 2012, 2013.
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Wendy Strub Wealth Management - Our Firm
http://www.strubwealth.com/canaccord
Canaccord Genuity Wealth Management enables investors to reach the coordinates that define their life goals. We search the globe for investment opportunities and deliver targeted long-term and near-term investment strategies for wealth management clients in Canada, Australia, the U.K. and Europe. To us there are no foreign markets.™. Administered and managed by Canaccord Genuity Wealth Management in Canada and affiliated operating companies of the Canaccord Genuity group worldwide. * Services offered...
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Wendy Strub Wealth Management - Resources
http://www.strubwealth.com/resources
Canaccord Genuity Global Portfolio Solutions (GPS). Markets - Your Market Environment. Get Smarter About Money. Power of Attorney Project. Year End Financial Checklist. Serious Results for Serious Investors. CMHC Canada Mortgage and Housing Corp. TAX: 2013-4 CGA Certified General Acountants Tax Planning Guide. Canada Pension Plan (CPP) Changes. OAS (Old Age Security). RESP - Canada Revenue Agency. Tax Free Savings Account. 2016 Canaccord Genuity Corp.
strubwealth.com
Wendy Strub Wealth Management -
http://www.strubwealth.com/your-money-matters
CAREGIVING MATTERS - The Power of Attorney Project. Funded in part by the Government of Canadas New Horizons for Seniors Program. Listen here: Having “The Talk”: Making plans for life. Wendy Strub, Sr. VP, Director, Investment Advisor and Mike Roberts, Investment and Insurance Advisor. Were in a Fundamentally Driven Bull Market. Featuring: Canaccord Genuity U.S. Portfolio Strategist Tony Dwyer discuss the markets and Fed policy. Watch and listen here:. Tony Dwyer - Bloomberg. Watch and listen here:.
strubwealth.com
Wendy Strub Wealth Management - Home
http://www.strubwealth.com/home
Wealth is yours to define. It’s our job to help you discover what true wealth. Vision into a comprehensive financial strategy that you clearly understand. Find Out What Peace of Mind Feels Like . . . We really think of them as our partners, and all agree that it’s OUR job to stay informed and on top of these things on their behalf, so that they can rest easy and make running the rest of their lives their top priority. As our client, you benefit from our experienced insights as well as the recommendations...
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