Great White Wealth Management
is a unique financial advisory firm driven to accomplish extraordinarily results for our clients, while also providing an equally extraordinary client experience. We are based out of KMC (Komoka mortgage centre) in Komoka Ontario, but offer remote appointments for clients who are unable to meet in southwestern ontario or the greater toronto area.
*Due to covid-19 Great white wealth management will conduct remote appointments unless an in-person appointment necessary.
At Great White Wealth Management we are fully dedicated to holistic financing planning that involves ALL facets of planning. This includes the in-house convenience of Insurance, Mortgages, and Investment advice. I
In other words, You won’t be passed along to other advisors or forced to go elsewhere for individual insurance, investment, or mortgages in order to piecemeal your financial picture, which unfortunately, is far too often seen with other traditional one dimensional bank advisors.
Great White Wealth Management allows clients to enjoy a family-focused wealth management firm with the competencies to meet your every financial need, and the experience to help you reach new heights with your personal or commercial finances.
The concept of Great White Wealth Management was conceived by Drew as a result of his passion for carefully crafting solutions to meet the financial needs of his clients, however complex those needs might be. Drew’s background includes 20 years of experience in consumer and commercial financing, as well as portfolio management and financial planning for high net worth individuals. Rarely in the financial services can you find an advisor capable of speaking to both sides of the balance sheet (investment, credit) with the proven success Drew demonstrated over his many years of banking and finance experience. This includes a history of successfully structuring financing for major clients totalling $100M in loans, as well as managing investment portfolios under management holding minimums of $75k in investable assets for over 1000 clients.
Drew’s extensive career in finance has allowed him to amass a unique expertise in handling complex and non-standard lending deals. From simple mortgages for first-time home buyers, to high value cottage/home purchases requiring private financing, he has the patience and expertise to find a solution.
Finally, working with Drew allows clients to receive advice on investing funds directly into real estate in a hands off approach, with a more transparent process than traditional market investing. It allows Great White Wealth Management to offer our highly sought after and renown fixed rate, pre-negotiated Investment returns. If you are exasperated, disappointed, or disillusioned with traditional investment then real estate investment may be the right alternative investment approach for you.
About our Managing Advisor, Andrew white
no matter your investment style or risk tolerance, drew can design a bespoke portfolio that is the perfect fit.