John Soutsos - Med-Wealth Financial Services

info@med-wealth.ca or call 905-568-2000.

Uniquely constructed model portfolios with multiple options for all levels of investor risk-tolerance and objectives;
Employing portfolio management strategies and techniques that have historically demonstrated superior returns than industry-standard ‘cookie-cutter’, all-in-one portfolio solutions;
Incorporates a defined-allocation to a ‘Portfolio Boost’ strategy that incorporates the growth-potential of the healthcare industry, coupled with the risk-reduction attributes of the consumer staples industry.
Includes services such as retirement and estate planning (IPC Estate Services); as well as tax-efficiency and financial planning guidance.
Coordination of private banking*, accounting and tax preparations services.
Entry point at $500,000 per household
30-years+ industry veteran with exceptional knowledge of economic and market history;
- Supported by next-generation succession strategy;

* Private banking for medical professionals offered through National Bank

Med-Wealth