Escarpment Wealth Management

Escarpment Wealth Management A boutique wealth management firm working with busy families, professionals & business owners to cre

The foundation of our client relationships is the one that is critically important in choosing a financial advisor: Trust. We know we must do right by our clients, without you we do not exist. As a client of ours, you should know that our ultimate goal is to make sure you achieve your financial goals. With that in mind, we are always looking to design long-term diversified investment strategies bu

ilt within a planning process and are continually searching for the most cost-efficient, high-value ways to manage your money. Our hands on, research-based approach to finding appropriate retirement & investment income opportunities ensures we address all aspects of your financial situation when developing recommendations. Our clients frequently tell us that by working with Escarpment Wealth Management they worry less & live more. For these reasons, if you or anyone you care about could benefit from another set of eyes please click here to review the services we offer or contact us to make an appointment. We are here to help!

~Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.~

02/12/2026

What a deliberately imperfect launch taught us before anything was built to scale.

02/12/2026

Boring companies look a lot more interesting after an AI-driven rout in highflying tech shares.

02/11/2026

You can have a lot of money but feel poor if you don’t use it in alignment with what matters most.

02/11/2026

When Michael Palmer took over a beloved California dessert brand, he leaned on a simple approach most successful people already know.

02/10/2026

Only 3.2% of retirees have $1 million in retirement accounts vs. about 2.6% of Americans in general.

02/10/2026

At the highest tier, the most luxurious gifts money can buy look less like excess and more gestures of treating a loved one to a life of ease.

02/09/2026

The U.S. stock market has become so concentrated that even broad index funds are no longer well diversified, New York Times columnist Jeff Sommer says. Here's how to spread your risk exposure.

02/09/2026

Implementing a pilot contract is beneficial to startups and enterprises alike — here's why.

02/08/2026

All of us periodically face moments of stress or frustration in our work or personal lives. It's easy to get discouraged, but with these five steps, you'll instantly find yourself feeling more focused and calm.

02/07/2026

Global brands often mistake local pushback for ex*****on failure. From the inside, it is usually a sign that trust and credibility have not yet been earned.

02/06/2026

In the right situation, contributing to your RRSP by this year’s March 2 deadline gets you a sizable tax rebate when your 2025 tax return is processed, David Aston writes.

02/06/2026

By this point in the year, more than 40 percent of people have ditched some or all of their New Year’s resolutions. If you’ve faltered, here are strategies that can help you get back on track.

Address

5063 North Service Road, Suite 200
Burlington, ON
L7P3P1

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+18555932584

Website

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