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 estate planning, Insurance and Investment advice.
In other words, You won’t be passed along to other advisors or forced to go elsewhere 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 investment planning. From those who have experienced bankruptcy, for those who have amassed considerable wealth, to those who simply have an eye to the future, he has the patience and expertise to find a solution.
About our Managing Advisor, Andrew white