Great White Wealth Management” is a unique small team company of family focused advisors driven to accomplish extraordinarily results for our clients while also providing an equally extraordinary client experience.
We at Great White Wealth Management are fully dedicated to complete and holistic financing planning involving ALL facets of planning. This includes the in-house convenience of quality Insurance, Mortgages, and Investment advice products. 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 on your own (which unfortunately is far too often seen with other traditional one dimensional bank advisors).
Our team at Great White Wealth Management allows clients to simplify their Financial Planning process with one family-focused management firm, and to experience our commitment to excellence.
About our Advisors
Andrew (Drew) White
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 influential clients totalling $100M over the years as well as managing investment portfolios under management with at least $75k 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 invest funds directly into real estate in a hands off investment 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.
Of course, Investors can also diversify their portfolio with the following additional services/products more traditionally accepted and offered by Drew or a member of his team including:
- Financial Planning
- Mutual Funds
- Fixed Income
- Segregated Funds
- Life and Disability Insurance
- Private Mortgages
- Traditional Mortgages (Bank, and alternative lender financing)
- Credit Cards
- Alternate Lending Solutions