Who We Are
Parkgate Wealth Management, affiliated with Customplan Financial Advisors and Peak Securities Inc., is an independent financial advisory built from: a vision to provide innovative financial solutions, and excellent advisory services, and a commitment to filling a void in the financial industry. Our team and affiliates come from a variety of backgrounds including, but not limited to engineering, education, finance, and professional sports. We provide a structured, disciplined, and thorough approach to wealth management.
Our mission is to help our personal and corporate clients and their families attain their financial goals. We accomplish this by providing pro-active management, sound advice, excellent care and support-especially in uncertain times. We work hard to add value that advisors in other firms do not by collaborating with a team of professional experts, where appropriate, and by implementing simple and sensible strategies designed to minimize tax and maximize benefit to our clients. When appropriate, these strategies may include, but are not limited to: advanced tax-saving strategies, carefully-designed use of corporations to optimize benefits to those you care about most, paying attention to long-term cash flow, and tax-efficient planning for all members involved.
Our goal is to gather all of the experts working on your behalf and get them onto the same page-viewing things from your perspective and cooperating to provide the best solutions and advice available. We look forward to working with you.