We give our clients peace of mind
BPS Wealth Management has over three decades of experience offering affluent investors and their families customized financial solutions to achieve their goals. Clients achieve peace of mind with our wealth of experience, exceptional service, professional financial advice, and a long-term disciplined investment strategy. We are dedicated to ensuring strong relationships with our clients and our commitment to the trust and confidence they have extended us.
We give our clients peace of mind by providing them with complete financial service focused on the ultimate goal of wealth preservation.
Through an integrated offer with the CIBC Group of Companies, we deliver intergenerational wealth management by providing unparalleled service on three fronts:
- Financial tax & estate planning
- Financial services
- Investment management