Why work with the Courteau Wealth Management team

My Recommendation

Choosing an investment firm is a difficult decision for investors. It is one that should be made with the utmost care and discretion, as it impacts not only you, but your family and future generations.

The Courteau Wealth Management Team orchestrates and protects the affairs of high net worth individuals and their families’ legacies. Our unique investment process leans heavily on the axiom of “winning by not losing.”

Relying on over 25 years of experience, we have developed an investment process that delivers consistent, positive, risk adjusted returns for our clients.


Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

19 February 2019
Two canaries
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11 February 2019
The trend is your friend
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

February 2019
Income splitting strategies to meet your needs
Maximize your tax return this year with income splitting tips for young families, individuals age 65 and older, and shareholders of private corporations.

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