Your Goals - Our Plan
Successful investing begins with developing a personal relationship between you and your Investment Advisor. At The Gleeson Investment Group we take the time to understand your unique needs so that we can develop a holistic approach to help you achieve your financial goals.
The key to successful wealth management is planning. Regardless of your stage in life, it is important that you take steps today to ensure your personal financial independence in the future. We deal with high net worth individuals from virtually all walks of life: retirees, business owners, professionals, beneficiaries of an estate, people who need help structuring a sound retirement, income or estate plan. Clients have told us they like our conservative approach and we are honoured to have the privilege of working with clients' children and grandchildren.
Whether your needs are simple or complex we have the resources, expertise, and experience to help you reach your financial and personal goals. By analyzing your situation we can identify opportunities and recommend strategies that will either protect or conservatively grow your wealth.Our approach to providing investment advice focuses on your goals, objectives and risk tolerance which enables us to tailor a solution and portfolio that is right for you. We will work with you through the wealth management process to develop a financial plan that is specific to your goals and investment strategy.
The Gleeson Investment Group is proud to be supported by over 60 years of business/investment experience and has had the pleasure of working with many high net worth individuals, their businesses, and their families. We treat every client with exceptional and personalized client service. As a client, you can expect sound financial advice and portfolio recommendations, with supporting rationale. We will communicate with you regularly through meetings, phone conversations and newsletters. We are committed to providing a high level of professional and personal service based on three guiding principles:
Trust, Objectivity and Value Added Advice