At Bootle & Associates Private Wealth Management our emphasis on holistic planning has led us to be one of the most successful high-net-worth financial planning teams in Canada. Take a moment and evaluate your current financial planning relationship.

Working exclusively with affluent clientele that have minimum investable assets of $500,000*, we provide a partnership opportunity that is as unique and individual as the clients that work with us.

Thank you for your interest. Please provide us with some information about yourself so that we can get in touch with you to schedule a meeting.


*Investors with less than $500,000 investable assets may be considered on an individual basis if there is a reasonable expectation of attaining the minimum threshold in the foreseeable future.