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Full-Service Customized Financial Solutions
- Comprehensive Insurance - Wealth Management - Holistic Planning -
Consilium Wealth & Advisory is a financial consultancy and insurance brokerage firm that provides a new and independent approach to holistic planning. We are passionate about helping clients achieve their financial goals and dreams through objective and personalized solutions.
Private Client Wealth Management
How We Can Help Secure Your Legacy
Wealth Management
We provide our private wealth management clients with tailored financial services that focus on personalized strategies to optimize investment management, estate planning, tax planning, and risk management. We work closely with each client to understand their unique goals and needs, providing expert guidance that aligns with their long-term objectives. LEARN MORE
Holistic Financial Planning
Our holistic planning approach offers a structured roadmap to achieving your financial goals. The process involves a thorough analysis of your current financial situation, followed by creating a personalized, detailed plan that addresses your objectives. This plan covers key areas such as retirement planning, investment strategy, tax efficiency, and risk management. LEARN MORE
Insurance Planning
Work with us to safeguard your financial future through comprehensive personal insurance coverage, including life, disability, critical illness, travel, and group benefits. Our approach integrates these protections into a cohesive strategy that reflects your unique needs and values. LEARN MORE
Philosophy
A commitment to integrity, transparency, and personalized service drives Consilium Wealth & Advisory. Financial success comes from aligning our expertise with your unique goals and values. Our approach is grounded in objectivity, ensuring that every recommendation we make is in your best interest and free from bias.
By providing our clients with comprehensive information, we aim to empower them with the knowledge to make informed decisions confidently. Ultimately, ethical alignment is at the heart of what we do, which guides our recommendations to offer solutions reflecting your values and aspirations. Our mission is to manage wealth and build lasting relationships founded on trust, respect, and a shared vision for your future.
Our Holistic & Integrative Approach to Wealth Management & Insurance
Available Services
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Consilium Wealth & Advisory offers primary services in Private Client Wealth Management, Written Financial Planning, and Insurance Planning. To ensure a holistic approach, we offer secondary services in Accounting, Lending, Legal, and Private Real Estate Placement to provide exclusive resources to our clients.
What Our Clients Say
Dr. Jamie Wiebe
"I met Daniel in 2015 following an introduction from a friend. I was looking to get more serious about investing, but really didn't know what I didn't know. Approximately 10 years later, including moves from Toronto to Vancouver to Australia, Daniel has proactively had regular check-ins with me to assess progress, strategy, discuss the market and fine-tune direction where needed. As well, he is always a call away should I have questions. I could not ask for a more genuine, informed and committed person to assist me with what really is one of the most important things in life: financial health. No question is too stupid, his patience is unmatched, and he leveraged his strong and expansive relationships in the industry to ensure the best possible match with my own goals. No question, I recommend Daniel to anyone wanting a wealth expert to move closer to your goals."
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Contact Consilium Wealth & Advisory Inc. for a holistic and integrative approach to your private wealth and insurance management plan.