We are committed to providing the highest caliber financial services in Canada. We believe an advisor in this industry should have the heart of a teacher; it is imperative our clients understand how their capital is being allocated, and why. Our services range from insurance, wealth accumulation toward financial freedom, minimizing one's tax burden, as well as helping clients be more efficient with the resources they already have. We pride ourselves on making our clients' lives as simple as possible; this includes holding meetings wherever is most convenient (at their residence, at our office, online).
Our top priority at Weston Holdings is to service our clients. We work together to most efficiently bridge the gap between our clients' current situation and whatever financial objectives they have. While working with us, our clients' financial lives are made as simple as possible. We also publish a weekly blog to keep our clients informed on market developments, economic news, as well as any other insights we deem worth sharing.
Weston Holdings is run by licensed Financial Security Advisor, Peter Weston, who works under the banner of MICA whose headquarters are in Quebec City.
Partners & Affiliates
