EMPOWERING YOU TO MAKE INFORMED FINANCIAL DECISIONS

Take control of your financial future with the guidance of an independent expert.

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Financial goals − We CAN ACHIEVE TOGETHER

McKitterick Wealth Management successfully manages the financial affairs of families and small business owners requiring sophisticated and complex strategic planning. Our collaborative and supportive approach involves strategic planning and closely monitoring results to help our clients reach their goals.

Together we set a plan in motion and stay by your side every step of the way.
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SEE WHAT OUR CLIENTS SAY ABOUT US

Approaching a decade of ever-changing priorities, Chris has always kept our needs in focus and recommended investment strategies that are holistic and thoughtful. Chris is a consummate professional, knowledgeable and conscientious

Sonal & Kaushik V.

Chris has been our financial advisor for 8 years. He politely, but persistently, pursued our business for at least a year before we agreed to meet with him (we had a financial advisor already)! In the beginning, Chris was able to get our previously stagnant investments on track. Since then, we have seen consistent growth. He introduced us to Manulife One which has really changed the way we look at money and budgeting…

Kim & Mark S.

Since 2011 Chris has given thoughtful advice and provided us with piece of mind from knowing he was thinking about our money so we can think about other things

Dr. Cameron M.

Chris has always shown foresight in handling our investments and always advised us in accordance with our goals in mind. He took the time to learn and understand our needs and continues to check in with us on a regular basis as our needs sometimes change.

Spencer F, P. Eng
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The journey matters − We’re by your side

You’re in charge of your life and we work collaboratively with you to ensure your financial success and what that means for you. We’re here to help create your financial future together.  Through Retirement and Investment Planning, we work with you to create your Personal Financial Action Strategy. During this process, we will account for such things as projected CPP and OAS income, Pensions and Retirement Assets.


TRUST | COMMITMENT | SERVICE

At the beginning of each relationship, Chris spends a great deal of time and effort, getting to know the family he is working with and allowing them time to get to know and trust him, before embarking on setting a clear path. Chris’ commitment to long term relationships ensures that his clients can rely on him into their futures. If it takes longer in the beginning to fully understand their priorities and challenges, he feels it is time well spent.


WHAT GOES INTO MAKING YOUR FINANCIAL ROAD-MAP?

What matters most? What do you dream about?
At McKitterick Wealth Management we want to support your goals.

The key to reaching your goals is having a written strategy or road-map that can be tracked and followed. Your unique portfolio is designed by getting to know you and your family. We provide a comprehensive way to create your Personal Financial Action Strategy with our services and solutions. Our services are built on tried, tested and true results. We bring together different services and solutions tailored to your custom needs in order to build out your unique, comprehensive strategy that will help you achieve your goals.

ConNECT with us

GETTING STARTED IS AS EASY AS 1, 2, 3!

Get to know us a bit better by understanding our values, the process of how we work and what that means for you, our client.

30 Wertheim Court, Suite 21
Richmond Hill, Ontario L4B 1B9
Direct: 416-365-2808
 Branch: 905-940-1898 x401
Fax: 905-940-1894
Chris@mWEALTHm.ca