Unbiased, personalized, comprehensive wealth management
Are you looking for a trusted wealth and portfolio management firm that is deeply committed to providing objective, personalized advice and is only compensated by fully transparent fees paid by you, the client?
If that is the kind of wealth advisor you desire, please read further
CastleBay Wealth Management is a wealth management firm registered as a Portfolio Manager in BC, Alberta and Ontario. Our team and network of specialists deliver a range of fee-only discretionary portfolio management and financial planning services, all tailored to fit your needs.
Our integrated, comprehensive and detailed approach enables us to provide you with personalized guidance so that each decision works in harmony with your unique and specific goals. We take the time to get to know you and understand your complete financial situation. The only compensation we receive are fees paid by you. We do not sell financial products nor do we receive commissions or trailer fees.
Simply put, our objective is to bring continual peace of mind to you and your family, so that you can feel secure in achieving your goals and building your legacy.