Philosophy

Comfort Meets Currency

We all have different appetites for risk, and at Logan Wealth we understand that. It’s a big reason why we are there every step of the way to ensure a smooth process, building a portfolio that is tailored to fit your unique financial goals. By treating you and your portfolio individually, we can assess your comfort level and then work with you to maximize your wealth.

From our focused client service perspective, we are hands on, accessible, with a comfortable family feel, not an institutional experience. Client service is provided by your Portfolio Manager, and a dedicated client relations team, not faceless names you will never meet. Our services are far reaching, we work with you on investment planning, financial management, and assisting with monetary decisions. We are an extension of your family structure and are proud of the on-going relationships we develop. Client relationships are personal, you entrust us with your financial care and we honour that partnership.

Your Investment Team is equally strong, with a depth and breadth of experience in private wealth management. LWM’s management has been drawn from leading Canadian firms and global institutions, with a shared focus on driving strong risk-adjusted returns, while focusing on the client’s specific need to balance capital preservation and capital enhancement.