In a time when investment products are more complicated than ever, we believe in the fundamentals and following a conservative core philosophy to investment planning. Knowledge, experience and choice allow us to build portfolios objectively and ahead of our own interests for you, our clients.
Acquire Wealth Management acts as insurance & deposit broker, offering unbiased financial advice, bringing you hundreds of investment options:
- Banks, trust companies and credit unions – GIC’s and savings
- Insurance Companies – segregated funds
- Investment counselors – separately managed accounts*
Combining choice with service is a foundation to build on. Your Acquire Wealth Management advisor works with you to construct a comprehensive investment strategy based on a thorough understanding of your unique needs and goals, whether you’re planning for retirement, helping to fund your child’s education or simply growing your hard-earned savings.
Regardless of your end goal, we can help you build and protect your wealth while maximizing returns and minimizing risk. Brad Rice and the associates at Acquire Wealth Management provide financial solutions tailored to fit your unique needs and goals. We know that putting your trust in our team is your choice – and our goal is to help you make the best, well-informed choices for your needs.
*Available through approved referral arrangements with FundEX Investments Inc. For more information, please contact your FundEX advisor.