Process

We are a boutique wealth advisory service focussed on understanding you and developing a tailor-fitted plan – so you can enjoy life. Listening is at the heart of what we do. It is the foundation of our unmatched attention to detail and of our ability to understand what matters most to you – and accordingly bring our skills, and the expertise of other top professionals, to your table. We filter the complex world of investing, insurance, tax and estate planning down to clear actionable steps. Then we partner with you to get things done.

Planning

The cornerstone of our process is a full financial plan. The plan provides clarity about your future and allows you to make fully-informed decisions. Seeing your cash flow, net worth and tax implications are all integral to any strategy, even if that strategy is to maintain the status quo. And we never lose sight of the core purpose of planning: to help families protect the people and values they cherish most.

Some advisors charge for these services. At Curate Wealth™, we don’t want to create any financial barriers to providing this critical roadmap for you. 

Greg conducted a detailed assessment of my needs as an individual, alongside those of my family.  He certainly has attained my full trust with his professional advice over the years. Thanks Greg for always being there for my family and me in all aspects!

(N. S.) Patient care Manager, RN, MScN | Mackenzie Health Hospital