Confidence and peace of mind, now and in the future
Trusted Financial Services in Canada
Our advisors have expertly navigated the financial industry for more than 20 years, leading investment strategies for global companies. This wealth of experience allows us to provide superior solutions and consistently deliver favourable results.
Services & Solutions
Uncovering your goals is the foundation of our approach. Maximizing your wealth is our commitment. Ensuring your financial security is our mission.
Realize your wealth goals with our proprietary Wealth Optimization process and a financial roadmap from our specialists.
Remain confident of your future even with a changing economy. Work with our advisors to create a portfolio of investment solutions that meet your longer-term needs.
Find the most beneficial solution for your business and employees with our wide range of products and strategic input.
Build a wealth management plan with guidance from our team of experts to help you protect and manage the assets resulting from the transition of your business.
Get guidance in determining your risk tolerance and evaluating the risks impacting your portfolio. We’ll design a portfolio strategy that puts these in context, helping you achieve your goals on your own terms.
Your Partner in Growth
Our solutions always start with you — your values, goals, and current financial position. Having a thorough understanding of your objectives allows us to identify your current planning gaps. We close these gaps with solutions tailored to your unique needs.
Our mandate is to sell you solutions, not products. As an independent firm, we are not tied to any institution or mandated to sell specific products. The strategies we design are based on your goals and the expertise we gained from working in the industry for 20+ years.
Beyond Wealth has been providing unprecedented financial expertise to business owners and high-net-worth professionals since 2011. Leander Dueck, our Founder and Principal Advisor, spent 15 years in the industry prior to founding the company, including most of his years as Great-West Life’s Senior Vice President. Together with Leander, the team at Beyond Wealth has a collective experience of over 100 years.
As a local business, we are passionate about cultivating relationships and making a positive impact in our community. We support many initiatives aimed at improving the lives in the community through our charitable giving.