Strategic Planningfor all aspects of Your Financial Life Our first objective is to ensure that we understand your personal and financial objectives; then we create a sophisticated financial plan that integrates everything from tax planning and risk management to your investment portfolio.

Canadians who work with an advisor are more successful

Advisors have made a very tangible difference in the lives of Canadian investors. And the lasting value of advice is constantly being reinforced. Consider the following examples:

Building your wealth

Investors working with advisors are shown to have three times the net worth and four times the investable assets of those who don’t work with an advisor. And, despite the prevailing opinion that advisors only work with the wealthy, the majority of Canadians had investable assets of under $25,000 at the beginning of the advisory relationship.

Advised clients have greater net worth

Keeping your goals on track

Investment returns are important, but saving on a regular basis is equally important when it comes to reaching your financial goals. As shown below, advisors help Canadians in a range of household income brackets stay on track by ensuring they’re saving and investing regularly.

Advised clients are more successful at saving

Having confidence in your plan

Sticking to a financial plan can be a challenge, especially through volatile markets. Having professional advice to guide you through difficult markets can play a vital role in helping you stay focused on your long-term goals.

Advised clients have greater discipline through volatile markets

Our Values

Trust & Transparency

Our fee-based services are designed with our client's best interests in mind.

Investing Beside You

IWSI invests alongside our clients in all the investment opportunities we recommend.

Communication & Reporting

We are always available, ready to help and keep you informed.

Innovation & Performance

The desire to constantly improve and seek new opportunities for our clients is ingrained in our culture.

Contact Us Today

Main/Head Office Address

468 Regional Rd 56, Unit 1,
Hamilton, ON,
L0R 1P0.

Sub Office Address

3040 Trafalgar Rd,
Oakville, ON,
L6H 7B9

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