Coordinating, simplifying and strengthening your wealth.  


Cudmore Ross Wealth Management is one of the leading advisory teams in Canada. Located in beautiful Prince Edward Island, we are passionate about unburdening our clients from the financial complexities of managing their wealth so they can focus on things of greater importance to them.

We offer a strong team of investment leaders: Stephen Cudmore plays the big-picture role, discovering what lies in people’s heads and hearts. He enjoys working with people, coordinating and simplifying wealth and building plans to help people achieve their greatest aspirations; Jonathan Ross is our resident expert on the markets, investment strategies and asset allocation; and Garth Doiron, a Certified Professional Accountant is our spreadsheet specialist and financial planner in chief. 

With our expertise on the ground on PEI, and our tax, legal and estate expertise through our extended team in Toronto, our focus is on serving high net worth or high complexity families. 

Our team plans and executes proven, disciplined strategies utilizing traditional institutional money managers, as well as selected private equity and debt instruments based upon long-term, firmly-planted, conservative beliefs and processes.

The next generation of wealth.

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your goals and expectations.

It's also about controlling what you can and protecting what you can't. And that's where we can help. Over the years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - live life. On their terms.

Our team works with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk. As part of your Advisory team, we engage our in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for you to address any estate, tax, philanthropy, insurance and business and farm succession needs you and your family may have.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.

 


Notice:

We are currently in the process of updating all client documentation, as we are required by the investment industry regulatory organization of Canada, to ensure all information accurately reflects your investment & risk objectives.

As such, over the next few months you can expect to receive documentation that will require your attention & signature. An explanatory cover letter will accompany the mailing however, please do feel free to contact us directly for any clarification.

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.

September 2018
Cottage succession
Thinking of selling or transferring the cottage? Find out how you might do that and how taxes will affect your future plans.

View article

 

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Market research
Insights 

 

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

12 November 2018
Decisions under risk
View article

5 November 2018
Asset allocation - Just ain't as good as it used to be
View article