Our Process

Having managed portfolios through some of the most difficult times in financial history, The Orgil Wealth Management Group is experienced and knowledgeable when it comes to protecting your financial interests. Working as a cohesive unit, we tailor our wealth management strategies to your specific needs. Your trust and confidence in us is paramount, and we validate that by our unmatched dedication to providing you with exceptional service through our innovative strategies, our tried and true strategic focus, and of course, our integrity.

Our process includes:

  • Utilizing a unique, team specific platform to manage your investments

  • Incorporate a diversified portfolio of Fixed Income, Canadian Equity, Foreign Equity, and Alternative Investment vehicles

  • Work directly with the trusted professionals of our clients to ensure their best interests are continuously being served

  • Our group includes wealth and estate planning specialists

  • Enhance cost efficiency and reduction of after-tax fees and expenses

  • Systematic rebalancing to maintain recommended asset allocation

  • Frequent client communication through: regular face-to-face meetings, phone, electronic communication, and monthly newsletters

Our Objective

The Orgil Wealth Management Group specializes in constructing and managing comprehensive, tax-efficient wealth solutions for affluent Canadian investors and their families.

Our goals are:

  • To provide you with a comprehensive, client centred wealth management strategy

  • To use proven, realistic tactics/strategies to implement a practical investment portfolio

  • Focus on lowering your tax burden and preserving your hard earned capital

  • To ensure that you reach your goals while shielding you from unexpected market changes

  • To give you peace of mind while we grow your wealth