Concierge Wealth Management Inc.

02/23/2026

Our team at Concierge Wealth Management Inc had the honour of attending Poppy’s Path, a remarkable charity event supporting families affected by BPAN — a rare and devastating neurological disease.

Held at the beautiful Brookstreet Hotel, the dinner dance was exceptionally well executed, bringing together community leaders, families, and supporters for an evening of purpose and generosity. The silent auction featured an impressive array of high-quality prizes, and the energy in the room reflected a shared commitment to making a meaningful difference.

Poppy’s Path was founded by Poppy’s parents, Peter Roy-Smith and Kaitlin Eagles. Their courage, leadership, and unwavering dedication to raising awareness and advancing research for BPAN is truly inspiring. We are grateful for the opportunity to stand alongside them in support of this important cause.

We were proud to have our team members Christian Rivet and Elizabeth Wilkes representing our firm at the event, alongside members of our broader community including Simon Garner.

At Concierge Wealth, we believe true wealth extends beyond financial success — it includes giving back, strengthening our community, and supporting families facing extraordinary challenges. Events like Poppy’s Path remind us of the power of collective action and compassionate leadership.

We look forward to continuing our support.

03/07/2025

Not bad for a company and power source that didn’t exist a decade ago…..

02/22/2025

A major problem with society? Most people are ignorant of their own ignorance.

This is a problem we deal with everyday, clients don’t know what they don’t know .

The Dunning-Kruger Effect is a cognitive bias where individuals with limited knowledge or skill overestimate their own competence.

This overestimation arises because their lack of knowledge prevents them from understanding their lack of knowledge.

As people increase in competence and skill, they begin to understand how much they don't know. As such, confidence decreases and then increases as skill and awareness are gained.

Learn more: https://en.wikipedia.org/wiki/Dunning%E2%80%93Kruger_effect

12/21/2024

This explains a lot

10/13/2024

Happy Thanksgiving to all our clients and soon to be clients!

05/29/2024

A big thanks to qfscanada for hosting the Top advisors conference in Portugal this May. Here are some of the memorable highlights!

04/19/2024

If this is you, come and see us, we can help! We give 20% of our time to pro bono cases once a month!

04/16/2024

Does your advisor demonstrate uncompromised moral principles?

When the Titanic sank, it carried millionaire John Jacob Astor IV. The money in his bank account was enough to build 30 Titanics. However, faced with mortal danger, he chose what he deemed morally right and gave up his spot in a lifeboat to save two frightened children.
Millionaire Isidor Straus, co-owner of the largest American chain of department stores, "Macy's," who was also on the Titanic, said:
"I will never enter a lifeboat before other men."
His wife, Ida Straus, also refused to board the lifeboat, giving her spot to her newly appointed maid, Ellen Bird. She decided to spend her last moments of life with her husband.
These wealthy individuals preferred to part with their wealth, and even their lives, rather than compromise their moral principles. Their choice in favor of moral values ​​highlighted the brilliance of human civilization and human nature.(unknown)

04/12/2024

The Govt announced plans to increase 1st time homebuyers mortgage terms on high ratio mortgages from 25 yrs to 30 yrs.

Also now allow up to $60,000 withdrawal from RRSPs to put towards a downpayment up from the woefully inadequate $30,000.

This is in an attempt to leave % rates alone….
See us for a way to pay down your debt faster.

03/13/2024