Individuals & Families

MP Wealth Advisory offers a variety of exclusive discretionary investment portfolios coupled with advanced planning strategies and unique wealth protection solutions for affluent families and individual investors. 

Institutional Investors

MP Wealth Advisory provides highly specialized investment services to small and medium sized institutional investors. We create customized investment approaches, specifially designed to suit the needs of each organization. 

Recent Updates

MP Wealth Advisory is pleased to announce the release of our latest pension related resources. 

 

1. Things to Consider when Facing a Pension Buyout

This booklet has been designed to ensure that our clients, prospective clients and community members make fully informed decisions when considering whether to take their monthly pension or it's corresponding commuted value. Please feel free to utilize and share the booklet and its 13 factors considering how they may impact you, or someone you know.

 

2. MP Quick Screen.

This is a preliminary screening tool designed for Teck Metals Ltd. Defined Benefit Pension Plan participants. The MP Quick Screen will help individuals determine if further investigation into taking the commuted value of their monthly pension is warranted.

 

Contact our office today at 250-368-3838 to receive a complimentary copy of the booklet and/or to discuss any forthcoming pension decisions you may have.