Unbiased, personalized, comprehensive wealth management.
CastleBay is a wealth management firm that provides both discretionary portfolio management and personal financial planning advice. The company is registered as a Portfolio Manager in BC, Alberta and Ontario. Graeme Egan founded CastleBay in 2015 after having spent 28 years in the fee-only wealth management and financial planning profession. With his broad experience advising clients across Canada, and knowing what he did about the limited options available to people for "unbiased and objective" wealth management, Graeme decided to create a comprehensive wealth management firm that truly reflected his service philosophy, values and beliefs.
Putting your interests first, always. Being pro-active with comprehensive and personalized advice. Ensuring an exemplary level of service. Our attention to detail. These are the main cornerstones of CastleBay's foundation, and our commitment to you and your family.
To avoid conflict of interests we are only compensated by you, our client, and all fees are disclosed, transparent and easy to understand. There are no sales of financial products and no commissions arising from any advice or recommendations we provide. We work directly for you all the time.
Together with the team at CastleBay and our network of specialists, our firm provides a core portfolio management service, inclusive of advice in planning areas such as estate, tax, retirement and risk management. We believe in the process of building a strong planning foundation for you, and to accomplish that we spend a great amount of time from the start to fully understand your specific personal requirements and unique situation.
If you are looking for guidance arising from a life changing event or you simply want to review certain aspects of your financial plan, we also provide a number of one-time objective services designed to fit your exact needs.
We want to bring you and your family not only peace of mind today, but also work with you to continually get you closer to your future goals and build your legacy.