Wealth Management Services
Wealth Management Built Around Your Goals, Not Our Products
Book your consultation →Most wealth management starts with a product: a house fund, a proprietary portfolio, a fee structure built to serve the institution first. Yours shouldn't.
At Longevity Wealth, your investments are managed by independent, licensed portfolio managers and coordinated by an advisor who works for you, not a sales target.
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When Your Portfolio Doesn't Talk to the Rest of Your Plan
Your bank sells you a house fund. A robo-advisor puts you in a model portfolio. Neither one knows what your corporation earned this year, what your estate plan needs, or what your actual risk tolerance is once your full financial picture is on the table.
Investments managed without tax context create tax bills that could have been avoided. Portfolios built without an estate strategy create problems your family inherits along with the assets.
One Portfolio, Managed Independently, Coordinated Completely
Longevity Wealth doesn't manage your portfolio in-house, and that's deliberate. Your investments are managed by our licensed partners, Bold Wealth, with no proprietary products to sell you.
Your advisor coordinates that portfolio with your tax strategy, your insurance, and your estate plan, so your investments are built around your actual goals and risk tolerance, not a model built for the average client.
Who This Wealth Management Is For
Wealth Management for Business Owners
Your corporation's retained earnings need an investment strategy that accounts for corporate tax rules, not just personal risk tolerance.
Wealth Management for High-Income Earners
A bigger income means a bigger gap between where your money sits and where it should be working for you.
Wealth Management for Serial Tech Entrepreneurs
Liquidity events and concentrated equity positions need a portfolio strategy built for diversification, not just growth.
Wealth Management for Incorporated Professionals
As a doctor, dentist, lawyer, or accountant, your investment strategy needs to account for your corporation alongside your personal goals.
What Your Wealth Management Covers
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Discretionary Portfolio Management
Your portfolio is built and managed by our licensed partners, Bold Wealth, based on your goals and risk tolerance.
Tax-Efficient Investing
Asset location and account structure built to minimize the tax drag on your returns, not just your headline performance.
Retirement Income Planning
A strategy for drawing down what you've built, in the right order, not just accumulating it.
Risk-Managed Asset Allocation
A portfolio built around how much risk you actually need to take, not how much a model portfolio assumes you should.
Alternative Investments
Access to opportunities beyond the public markets, evaluated as part of your full financial picture.
Ongoing Portfolio Review
Your portfolio is reviewed and rebalanced on a regular cadence, coordinated with the rest of your plan as it evolves.
How It Works: Three Simple Steps
- 01
Tell us what matters most.
A conversation about your goals, your risk tolerance, and where your current investments fall short.
- 02
Get a tailored investment strategy.
Your advisor coordinates with our licensed portfolio management partners to build a portfolio around your actual situation.
- 03
Review it on a regular cadence.
Your portfolio is monitored and rebalanced continuously, not left untouched until something goes wrong.
The Value of Professionally Managed Investing
Working with an advisor isn't just more convenient. The research puts a number on what it's actually worth.
The average annual value a financial advisor adds through behavioural coaching, tax-smart investing, and active portfolio management, according to Russell Investments Canada's Value of an Advisor study, more than double the typical advisory fee.
How much more in assets advised investors accumulate after 15 years compared to similar investors going it alone, according to research from the CIRANO Institute.
Managing your own portfolio isn't free. It costs you the returns you give up by doing it without a coordinated strategy behind you.
Why Clients Choose Longevity Wealth for Wealth Management
Longevity Wealth is led by Managing Partner Al Jabri, CFP, and built on a simple idea: your portfolio should work for your goals, not a house product line. Your investments are managed by our licensed partners, Bold Wealth, while your advisor coordinates that portfolio with your tax, insurance, and estate planning.
We work with clients across Canada (excluding Quebec), virtually or in person from our Toronto base.
“Al was fantastic! Super knowledgable and does a great job of clearly explaining things in a way that is easily understandable. Highly recommend his services to anyone in the real estate industry.”
Wealth Management FAQ
No. Your portfolio is managed by our licensed partners, Bold Wealth, independent portfolio managers with no proprietary funds to sell. Your advisor coordinates that portfolio with the rest of your plan.
Portfolio management is the day-to-day management of your investments. Wealth management coordinates that portfolio with your tax strategy, insurance, and estate plan, which is what your advisor at Longevity Wealth does.
Yes. Our team is based in Toronto, with in-person meetings available there and virtually across Canada, excluding Quebec.
Costs vary by the complexity of your portfolio and plan. Your advisor will walk you through exactly how fees work during your discovery call.
Your portfolio isn't managed in-house or steered toward proprietary funds. It's managed independently and coordinated with your broader financial plan by an advisor who isn't selling you a product.
It's built for incorporated business owners, high-income executives, tech entrepreneurs, and incorporated professionals who want their investments coordinated with the rest of their financial life, not managed in isolation.
Book Your 30-Minute Discovery Call
No obligation. No sales pitch. Just a conversation about how your portfolio fits into your broader financial picture, and whether Longevity Wealth is the right fit.
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