Weekes Wealth
38Limited469 Wilson St E #3, Hamilton, ON L9G 2C4, Canada
About
Weekes Wealth is an independent wealth manager and fiduciary in Canada offering wealth planning, investment management, insurance solutions, and private banking for nearly retired and retired clients.
Senior Care Path Summary
Weekes Wealth helps nearly retired and retired individuals navigate wealth management and legacy building. They offer comprehensive wealth planning, investment management, insurance solutions, and private banking services tailored to clients' needs in later life stages.
The firm operates as a trusted independent wealth manager and fiduciary. With a high client retention rate and strong reliance on referrals, they focus on helping clients experience the full potential of their wealth during retirement.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Nearly retired individuals planning their transition to retirement
- Retirees managing investments and legacy
- Families managing wealth and building lasting legacies
Photo Gallery
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
469 Wilson St E #3, Hamilton, ON L9G 2C4, Canada
Also serves
- Hamilton, Ontario