About Us
Our Philosophy
“We improve lives”
At our core, Abbott Wealth Management believes in improving lives. We are committed to providing clients with holistic advice by effectively implementing comprehensive wealth and lifestyle management.
Driven by our values, our holistic and client-centered approach is rooted in care and commitment, setting a standard for the wealth management industry.
With an emphasis on comprehensive planning, we address not only financial aspects but also softer issues crucial to our clients’ well-being. Through discussions on wills, tax strategies, wealth transfer, philanthropy, risk management, and holistic health, we craft customized plans that answer our clients’ fundamental questions and cater to their unique needs.
Our History
Abbott Wealth Management was founded in 1994 by Carl Abbott.
John Van Limbeek moved to Kamloops, BC and was introduced to Mark Bertoli because of their shared interest in the outdoors.
After 20 years in the construction and contracting industry, Mark Bertoli decided to move from developing commercial real estate and running businesses in the interior of BC and joined Carl Abbott as a partner at Abbott Wealth Management.
After 18 years working in forestry John Van Limbeek started at Abbott Wealth Management with his Certified Financial Planner education program (CFP), getting his branch manager certificate in 2008, and becoming a partner at Abbott Wealth Management in 2010.
Abbott Wealth Management joins Harbourfront Wealth Management in November 2021.
Abbott Wealth Management celebrates 30 years of improving lives as an award winning wealth management firm.