Episode Seven: A Family Business - The Realize Your Wealth Podcast
Автор: aretecwealth
Загружено: 2025-10-10
Просмотров: 61
Описание:
In this episode, Greg, Will, and Keeley discuss the family roots of Aretec and how treating clients like family means going above and beyond traditional wealth management.
Also available on Spotify
and Apple Podcasts
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REALIZE YOUR WEALTH™
Aretec is a wealth management firm for Canadian families who don’t want a “good enough” experience with their money, but an experience that’s the best it can possibly be.
Tactical Wealth Portfolios
We have a more dynamic approach to navigating markets, which allows us to better manage risks and be more opportunistic.
Strategic Wealth Plans
Most financial plans are created by plugging numbers into software. The planning we do is more akin to an in-depth business and life plan for our clients’ lives.
Wealth Coaching
We lead and educate our clients, helping them see the wisdom of doing what they otherwise might not have done.
We are fiduciaries.
1128 Yonge Street, 3rd Floor
Toronto, ON M4W 2L8
Check out our website: https://aretecwealth.com/
Follow us on LinkedIn: / william-simpson-advisor
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