Our Mission
To provide exceptional customer service & tailored financial advice.
Our Values
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AccountabilityAcknowledging & assuming responsibility for actions, decisions, and policies.
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CommitmentCommitting to service excellence and initiatives that impact lives within and outside the organization.
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CommunityContributing positively to society by demonstrating corporate social responsibility.
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ExcellenceAdding value and care that always exceeds expectations.
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IntegrityActing in a professional manner that reflects honesty & honour.
Wealth Management with Caring Service
Wealthera Inc. is an independent investment firm providing portfolio management strategies for high-net-worth individuals, families, Trusts and Foundations. We are proud to provide tax-efficient portfolios and strive to provide superior customer service! Investment portfolios are managed on a disciplined basis with a dedicated portfolio manager.
We are also very passionate about helping those who suffer from disabilities, obtain and maximize a Registered Disability Savings Plan. Since the inception of the RDSP, we have witnessed this tool be underutilized, and those who are eligible for the program, underserved. We want to make a difference and be the knowledge source that allows for individuals to capitalize on government grants and bonds that may be available to them, while providing strategic financial advice.
Graham Shirley
Graham has almost 30 years of experience in the financial markets. A graduate of Queen’s University with a degree in economics, Graham has been employed in the Financial Services industry since 1993. Previous roles have included the Institutional Futures trading desk for Bank of Montreal, Fund Management for the HSBC group in Bermuda and private client portfolio management for an IIROC regulated investment firm.
Matthew Horwood
As Chief Compliance Officer at Wealthera, Matthew brings over 30 years of regulatory compliance, operations and finance experience to his role of overseeing all aspects of securities regulation and compliance at the firm. He is committed to creating an environment that promotes integrity, credibility, transparency, and superior professional conduct that naturally aligns itself to the best interests of our clients.
