Wealth management
with caring service.
Wealthera Inc. provides personalized tax-efficient portfolios supported with superior customer service!
About Wealthera Inc.
Wealthera Inc. is an independent investment firm providing portfolio management strategies for high-net-worth individuals, families, Trusts and Foundations.
Wealthera Inc. provides tax-efficient portfolios supported with superior client service.
Investment portfolios are managed on a disciplined basis with a dedicated portfolio manager. We pride ourselves in our customer service and our ability to provide value to our clients.
Our Values
We conduct regular portfolio reviews to ensure we're on track and aligned to achieve your financial goals.
Work with a dedicated portfolio manager who truly understands your goals and will help you achieve them.
Easily access your current balance, transaction history, portfolio performance and consolidated reports.
Meet the team
Graham Shirley
Graham has almost 30 years of experience in the financial markets. A graduate of Queen's University with a degree in economics, Graham has been employed in the Financial Services industry since 1993. Previous roles have included the Institutional Futures trading desk for Bank of Montreal, Fund Management for the HSBC group in Bermuda and private client portfolio management for an IIROC regulated investment firm.
Matthew Horwood
As Chief Compliance Officer at Wealthera, Matthew brings over 30 years of regulatory compliance, operations and finance experience to his role of overseeing all aspects of securities regulation and compliance at the firm. He is committed to creating an environment that promotes integrity, credibility, transparency, and superior professional conduct that naturally aligns itself to the best interests of our clients.
Contact Us
Have a question? We are here to help!
Please send us a message or don't hesitate to give us a call and we would be happy to assist!
Office: (888) 528-1644
Email: [email protected]
Wealthera Inc. is registered with the Ontario Securities Commission as a Portfolio Manager.
Wealth management
with caring service.
Orthogonal Capital Management provides personalized tax-efficient portfolios supported with superior customer service!
Orthogonal Capital Management Corporation is registered with the Ontario Securities Commission as a Portfolio Manager.
Address: 33 Sharron Drive, Toronto, ON, M4G 2A7