North Shore Wealth Management

North Shore Wealth Management Since 2005, North Shore Wealth Management has flourished into a rapidly growing business driven by referrals from our clients and partners.

North Shore Wealth Management offers a wide range of investment products including stocks, bonds, options, ETF’s, mutual funds and insurance solutions for the personal, institutional and corporate client. What makes us unique is how we partner with you to make educated decisions tailored to your unique needs with specialized account services, professionally managed investment portfolios and compre

hensive Financial & Estate Planning. Your plan will be customized to you based on your life stage and financial objectives. With flexible pricing of services based on your unique situation, and with full transparency, we can support your individual or business needs. INVESTMENT SOLUTIONS OFFERED:
• Stocks and Bonds
• Sophisticated opportunities and diversification including income trusts, hedge funds, and new issues
• Mutual funds
• Money products: daily interest accounts, GICs,
• Other specialty investment products
• Masters Private Account Program

INVESTMENT ACCOUNT TYPES AVAILABLE
• RRSPs, RRIFs, and LIFs
• Other specialty plans
• Self-directed plans
• Monthly savings plans
• Fee-based wrap program (Premier Investment Program)
• Group RRSPs
• Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans
• Monthly savings plans
• Systematic withdrawal plans

INSURANCE SOLUTIONS OFFERED
• Segregated funds
• Disability insurance: income replacement and business overhead protection
• Long-term care insurance: facility and home coverage
• Health care benefits for individuals and associations

INSURANCE ACCOUNT TYPES AVAILABLE
• Life insurance: term, whole life, universal life
• Critical illness insurance: enhanced and basic plans
• Pension plans: group retirement plans, registered pension plans, deferred profit sharing plan and registered retirement savings plans
• Annuities: term certain, life

ACCESS TO MANULIFE PARTNERS:
• Banking (on referral basis)
• Mortgage products (on referral basis)

01/23/2025

Donald Trump is the U.S. president once more, but Canada remains strong and free. While the tariff threat still looms, it feels like Canada is slightly stronger than we were a few months ago.

02/17/2024

Doctors, osteopaths and physiotherapists advise how to avoid wear and tear, from toe yoga to jogging and daily exercises.

Wishing you a fun-filled holiday season with a few tips!
12/20/2023

Wishing you a fun-filled holiday season with a few tips!

Between family feuds, open flames and warmed-up leftovers, the yuletide period can be perilous. Here’s how to keep yourself in one piece.

12/05/2023

The consensus on economic forecasts for 2024 is that there is no consensus

11/12/2023

Now's the time to consider tax-loss selling, a tax-free first home savings account and gifts to charities.

Happy Halloween from all of us at North Shore Wealth Management!
10/31/2023

Happy Halloween from all of us at North Shore Wealth Management!

10/15/2023

Add one more resolution to your list: Pay less tax in 2018.

08/26/2023

At the tender age of 14, rock hopeful Paul McCartney wrote the lyrics to what later became the Beatles hit When I’m 64. The famous chorus asks what will happen when a young lover reaches the titular age: “Will you still need me, will you still feed me?” For Canadians past 64, the answers to th...

08/13/2023

Retirees open up about their financial lives and how they spend their time and money.

07/22/2023

Here’s why Hollywood is facing its first industrywide shutdown in more than 60 years, and what it could mean for your favorite shows.

Will we get another rate hike in August?
07/19/2023

Will we get another rate hike in August?

The rise in consumer prices cooled to 2.8 per cent in June, Statistics Canada reported on July 18, slightly below consensus expectations and the slowest pace since March 2021. While within the Bank of Canada’s target range, some costs are still putting a strain on Canadians’ wallets. Here are fi...

Address

1100 Walkers Line, Ste 202
Burlington, ON
L7N2G3

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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