About Us

At Bayshore Wealth our focus is relationships. Unlike the large investment institutions, we take the time to know our clients and strive to be their lifelong financial partner. We offer our clients an unwavering commitment to achieving their financial goals through tailored wealth plans. Our informed and unbiased guidance aims to help our clients build a legacy of financial success for generations to come regardless of income or stage of life.

By creating comprehensive and personalized Wealth Management Plans, we focus on the management of risk through income planning and projecting, tax minimization planning, estate preservation, and trust management.

Our advisory team has been carefully selected to provide our clients with a wealth of knowledge in the areas of investments, insurance, and tax. They bring decades of experience and expertise and are committed to providing honest, clear, and sound financial advice for our clients.

Bayshore Wealth is proud to be an independent advisor team under iA Private Wealth*. iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. With over $48 billion in assets under administration, iA Private Wealth is the partner of choice for discerning investors and advisors across Canada.

Our Services

Our comprehensive Wealth Management platform focuses on four key areas: tax planning, risk mitigation, retirement income modelling, and investment planning. We aim to provide extensive wealth management plans through personalization, collaboration, and knowledge. We work closely with our clients to understand and meet their financial goals through steady and consistent growth over time.

Investment Management

Our Wealth Management philosophy relies on a disciplined, long-term approach. Your objectives, risk tolerance, return expectations and time horizon will be the key factors we assess when designing your financial plan.

Estate Planning

To plan for the preservation and transfer of your assets, we can help you keep an eye on the horizon by understanding your financial situation and goals, including tax-efficient legacy planning.

Tax Reduction Strategies

We will conduct a thorough assessment of your financial circumstances to determine the most tax-efficient way of building your portfolio for long term success.

Risk Mitigation

We will develop a risk management plan that addresses the full range of factors that could affect your financial well‑being, including personal and professional challenges you may face.

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