Welcome to Tonge McChlery & Associates Private Wealth Management
After over 20 years in financial management, we know the biggest obstacles people face when managing their finances is time and doubt. Everyone has experienced a shortage of time and attention to properly utilize all that is available to them and then create doubt in their decisions due to quick decisions, or no decisions at all.
With over 100,000 licensed investment and insurance sales people in Canada, it is extremely important to seek out and work with a true accredited professional in Wealth Planning and Management. Holding the CERTIFIED FINANCIAL PLANNER (CFP), the Chartered Life Underwriter (CLU, advanced tax and estate planning) and the Registered Retirement Consultant (RRC) designations, puts us in the top 5% of accredited financial advisors in the country* who are bound by the processes and ethics of the internationally recognized Financial Planning Standards Council.
Backed by our team of accountants, lawyers and investment experts, you can truly take advantage of the opportunity to utilize the best possible advice and direction, in the country.
Our clients do not need to choose between convenience and specialized advice. Your wealth represents a life of hard work, and our practice is designed to allow you to live the life you worked for while having your financial affairs closely managed.
*Based on CSA, Advocis and FPSC national statistics.
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. Additional investment products and brokerage services are offered through Investors Group Securities Inc. Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company. Mortgages are offered through I.G. Investment Management, Ltd, a federally regulated trust company and the mortgagee, which is registered in Ontario and NB as a Mortgage Broker (ON-License #10809) and Mortgage Administrator (ON-License #11256). Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent). Banking products and services are distributed through Solutions BankingTM. Solutions Banking products and services are provided by National Bank of Canada. Solutions Banking is a trademark of Power Financial Group of Companies.