Counterweight Private Wealth is an independent wealth management firm based in Toronto, Canada. The company was founded to provide a client-centric alternative to traditional bank-owned financial institutions. They offer a team-based, integrated approach to financial planning, encompassing investment management, tax and estate planning, risk management, and philanthropic strategies. Their mission is to act as a trusted partner, helping clients make informed financial decisions to achieve their long-term goals and secure their family's legacy.

Founded in

United States