Wealth management with caring service.
Wealthera Inc. provides personalized tax-efficient portfolios supported with superior customer service!
About Wealthera
Wealthera Inc. provides tax-efficient portfolios supported with great client service.
Investment portfolios are managed on a disciplined basis by a dedicated portfolio manager. We pride ourselves on our first rate customer service and our ability to provide continual value to our clients.
Our Practice
Work with a dedicated portfolio manager who truly understands your goals and will help you achieve them.
We conduct regular portfolio reviews to ensure we’re on track and aligned to achieve your financial goals.
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.
Neil Gilday
Neil has 30 years of experience in the wealth management industry. Neil has been very involved in building some of the most successful and reputable wealth management companies in Canada. Neil has a unique blend of skills and experiences having graduated from McGill University in Computer Science, he added domain expertise in the investment industry holding many positions such as portfolio manager (advising representative), fund manager, compliance supervisor, etc. Neil is a Director, Advising Representative and Chief Compliance Officer at Wealthera.
Learn about RDSPs
Have a question? We are here to help!
Please send us a message or schedule some time with us, we are happy to assist!