Panorama Wealth Management
Who Are We?
Panorama Wealth Management brings together a team of financial planners with over 60 years of experience in the financial services business. After working together for many years [as part of Money Concepts Kanata] we knew that we shared similar values and commitments to our clients, so when the opportunity to create our own firm presented itself it was an easy decision that we should keep working together.
Although the company name and office location are new (since February and April 2011, respectively), we have the same team of experienced and well-qualified staff to support clients and efficiently handle the many behind-the-scenes activities. Together the Panorama team has both the knowledge and expertise to advise you on a wide variety of financial strategies and the skills and processes needed to implement the plans that you choose.
We remain a part of Investia Financial Services Inc., which gives you access to a complete range of financial services and products.
What Services Do We Provide?
Our financial planners can provide you with expertise and advice on:
- investment strategies
- tax planning
- estate planning
- retirement planning
- severance package/buyout opportunities
- investment reviews
- creating a personal financial scorecard giving you a "Panorama" view of your entire financial situation
- a wide range of insurance products including life, disability and critical illness
- tutorials and seminars to help you better understand your options
Who Are Our Clients?
Our 1500+ clients include people just like you. They come from all walks of life and all of the different stages of life – from successful professionals, executives and business owners to young people just starting out on their careers; from first-time parents to empty nesters preparing for retirement and every stage in between.
The one thing all our clients share is their desire to have a financial plan that they can understand, and one that makes their money work for them and not the other way around.
Where Do Our Clients Live?
Most of our clients live in Ontario, with a few in other provinces across Canada. Some of our financial planners are licensed in other provinces, as follows:
- Ontario: Zul, Thomas, Dave, Albert
- Quebec: Thomas, Dave, Albert
- Prince Edward Island: Dave
- Nova Scotia: Dave, Albert
- Manitoba: Albert
- Alberta: Albert