Founded on the principles of evidence-based investment and comprehensive financial planning, Index Wealth Management, Inc. operates as a fee-only fiduciary. This means they are legally obligated to act in their clients' best interests and do not accept commissions for selling financial products. The firm specializes in creating and managing investment portfolios using a disciplined, research-driven approach, combined with holistic financial planning that covers retirement, estate planning, and other life goals for their clients.

Founded in

Canada