About Us
Our team of advisors and associates brings a wealth of expertise and diverse qualifications across all areas of wealth management.
Our team of advisors and associates brings a wealth of expertise and diverse qualifications across all areas of wealth management, such as corporate branch management, financial, tax, and estate planning, corporate tax and succession planning, and cross-border wealth management. We hold a range of prestigious credentials, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), Certified International Wealth Planner (CIWP), and Fellow of the Canadian Securities Institute (FCSI). Additionally, we have a cross-border licensed advisor on our team to address international wealth needs.
Successful relationships are founded on trust, and earning that trust is something we take very seriously. At Pioneer Wealth Partners Group, this principle is at the heart of everything we do, and our clients experience it firsthand. They know they can rely on us to always honor our commitments. We deeply value the trust placed in our team and work diligently to strengthen it every day.