Committed to your financial well-being
Gambit Wealth's purpose is to provide you with the freedom and security to make choices based on aspirations, not limitations.
Our vision is for all Canadian business owners and entrepreneurs to have a financial strategy that integrates their business and personal wealth goals.
We offer a full suite of financial services, including:
Estate Planning
Preparing how your assets will be preserved, managed, and distributed now and into the future.
Retirement Planning
Determining your retirement income goals — and how to get there — so that you can live your post-work life to its fullest.
Tax Planning
Finding ways to reduce or minimize the taxes you or your business pays to the Canada Revenue Agency.
Business Succession Planning
Creating a plan for transferring your business ownership as you move into another role or begin your retirement.
Insurance Planning
Evaluating risks to you, your business, or your family, and determining what coverage you need to mitigate those risks.
Pension Asset Management
Establishing and Managing Personal Pension Plans for entrepreneurs and their key employees.2
Investment Management
Handling your investments so you can achieve your short and long-term financial goals.1
Group Benefits
Determining the best rate and the right plan that meets the needs of your business and employees.
Work with the best team in the business
Gambit Wealth Advisors are leaders in the Canadian wealth management industry. They remain focused on their core values of collaboration, integrity, innovation, and commitment for your financial success.
