Wealth & Insurance Solutions Enterprise
In partnership with other organizations, Discovery Wealth Management has access to significant resources and the support of a large and well-capitalized organization.
Wealth & Insurance Solutions Enterprise (WISE)
Planning Support
- Tax Planning Consultants
- Private Wealth Counsellors
- Securities Specialists
- Pension Consultants
- Mortgage Referral Programs
- Corporate Benefit Consultants
- Charitable Giving Programs
- Actuarial & Estate Consultants
Economic & Investment Support
- Chief Investment Officer
- Weekly / Monthly Research Reports
- Access to broad range of traditional, specialty and alternative investment mandates
