We work hard to provide tax-efficient portfolios supported with first rate customer service! Investment portfolios are managed on a disciplined basis by a dedicated portfolio manager.
About Wealthera
Wealth Management with Caring Service
Wealthera Inc. is an independent investment firm providing portfolio management strategies for high-net-worth individuals, families, Trusts and Foundations.
We are also very passionate about helping those suffering from disabilities obtain and maximize a Registered Disability Savings Plan. Since the inception of the RDSP in 2008, the program has been under-utilized, and those that do have an RDSP are often underserved. We want to change that. We want to make a difference and be the knowledge source that allows for individuals to capitalize on government grants and bonds that may be available to them, while providing professional, strategic financial advice.
Our Mission
To provide exceptional customer service & tailored financial advice.
Our Values
Accountability
Acknowledging & assuming responsibility for actions, decisions, and policies.
Commitment
Committing to service excellence and initiatives that impact lives within and outside the organization.
Community
Contributing positively to society by demonstrating corporate social responsibility.
Excellence
Adding value and care that always exceeds expectations.
Integrity
Acting in a professional manner that reflects honesty & honour.
Management
Graham Shirley
Graham has 30 years of experience in the wealth management industry. He many years in the business has had him managing large money market funds to balanced portfolios to alternative strategies for clients. At the core of Graham’s investment beliefs is a find value investments. Graham is the CEO, Portfolio Manager (Advising Representative), and Director of Wealthera.
Neil Gilday
Neil has 30 years of experience in the wealth management industry. Neil has been very involved in building some of the most successful and reputable wealth management companies in Canada. Neil has a unique blend of skills and experiences having graduated from McGill University in Computer Science, he added domain expertise in the investment industry holding many positions such as portfolio manager (advising representative), fund manager, compliance supervisor, etc. Neil is a Director, Advising Representative and Chief Compliance Officer at Wealthera.
Learn about RDSPs
Have a question? We are here to help!
Please send us a message or schedule some time with us, we are happy to assist!