As a full service Wealth Management team, Slade Wealth Management and Gravitas Securities Inc. builds long term financial strategies to fit each family’s unique needs. While strengthening and protecting wealth, the result is financial confidence and peace of mind.
We utilize a wide range of investment solutions and Insurance programs to customize long-term financial strategies, tailored to each client’s needs. With a comprehensive financial plan as a blueprint, decisions are clear and progress can be reviewed each year.
Specific programs and investments include:
* GSI advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Advisors at Slade Wealth Management also offer insurance related products. These services are not offered through Gravitas Securities Inc., however, we are duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer. We are licensed for securities in Alberta, BC and Ontario. We are licensed for insurance in Alberta and Ontario.