About Us
Our long history in wealth management and financial services, originated with Alain Pereux as the founder (formerly Newcombe Wealth Management).
Over the years, we have developed a strong partnership with Pereux Insurance Planning, owned and operated by Alain’s brother Réne. Having access to insurance experts we trust offers a unique level of service that benefits many of our clients.
About Us
Our long history in wealth management and financial services, originated with Alain Pereux as the founder (formerly Newcombe Wealth Management).
Over the years, we have developed a strong partnership with Pereux Insurance Planning, owned and operated by Alain’s brother Réne. Having access to insurance experts we trust offers a unique level of service that benefits many of our clients.
We believe in…
Growing relationships
We value and celebrate long-standing relationships with a wide range of people: business owners, incorporated professionals, family-owned enterprises, senior executives and individuals, each at varying stages of their journey towards achieving financial success.
Freedom to be flexible
We are an independent wealth management provider, and with this comes the ability to select the right investment strategies and funds to design your portfolio to perform optimally. This also means continually adapting to your changing life and goals. We are always listening.
Setting achievable expectations
By assessing your needs, together we determine the level of risk you are comfortable with and that aligns with your current position in life and in business. Once your plan is established, we keep on top of market trends and fund performance and match your existing or changing goals.
Transparency to build trust
Transparency in wealth management planning is the only way we see to build trust and meaningful engagement with our clients. It involves being open, honest and clear at every step of the process, which helps clients understand and feel comfortable in their ability to achieve their financial and lifestyle goals.
It was a wonderful thing when my elderly aunt introduced me to her “whiz” of a financial consultant. Alain has been a trusted advisor ever since.
– Carol and Harold Janke