Libro Wealth Management

Libro Wealth Management

Our Philosophy

Libro Wealth Management is committed to growing and protecting the unique prosperity goals of those living in southwestern Ontario. Our team believes the most successful relationships are formed when core values align. We leverage our experience by coaching the behavioural discipline required to support your personal long-term investment strategy, while finding the most suitable discretionary investment managers to manage shorter-term market volatility. We believe this balance between local coaching and providing access to some of the world’s best money managers are the key to long-term success.

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Financial Planning

We help you find the investment strategy that works with your life now and your vision for the future. Your needs always come first.

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What to Expect

You will have access to a Coach. Markets go up and down but your trust in our advice doesn’t have to. Let’s grow prosperity together.

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Responsible Investing

When it comes to investing, you don’t have to compromise your values to maximize your returns. With responsible investing you can invest your money in products that are working towards a better tomorrow while making competitive returns.

What we can offer you:

 

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Investment Planning
  • Business/Farm Succession
  • Financial Management

“Excellent, knowledgeable, personalized, thoughtful and thorough financial care, from a wonderful advisor who cares, and remembers my individual circumstances. I am completely satisfied with the advice and service I have received over the entire forty years of membership. I regularly recommend Libro to friends.”

Libro Wealth Management Experience Survey

“Our advisor is 100% professional and knowledgeable. He is trustworthy and extremely experienced. He took care of my grandmother’s finances as though she was his grandmother.”

Libro Wealth Management Experience Survey

“I like the aspect that Libro is really part of our community, that the service and advice I get is personal and specific to my situation, and my own suggestions and preferences are seriously included in future planning.”

Libro Wealth Management Experience Survey

Personalized Investments with a Libro Coach

Markets go up and down but your trust in the advice you receive from your financial coach doesn’t have to. The foundation of trust is honesty and openness. That’s what you’ll find with a Libro Coach. We’ll help you find the investment strategy that works with your life now and your vision for the future. Contact a Libro Coach to get the best advice on managing your wealth. We take the time to understand your goals to help you succeed in your personal prosperity journey.

Contact a Libro Wealth Management Coach

Find the nearest Libro Location