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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Abbott Wealth Management Inc. and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

My Team


D. Mark Bertoli, CPCA

Investment Advisor

John Van Limbeek, CFP®

Investment Advisor

 

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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

tfsa

14 December, 2018

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool.
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Video: Alternatives 101

28 November, 2018

Video: Alternatives 101

In this short video, Paul Davidson, Director, Product Management, explains what Alternative Investments are and which clients should consider them.
Read More

rrsp

20 November, 2018

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.
Read More

The Value Of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where advisors, like us, can help keep you on your financial course.
Learn More

The Cost Of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

Contact Us

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