Investment service
Bechtel McIntyre Lewis Wealth Management, located at 27 Princess St Suite 202, Kingston, ON K7L 1A3, Canada, is a trusted name in financial advisory services under the esteemed banner of TD Wealth Private Investment Advice. Our team is dedicated to providing personalized wealth management solutions tailored to meet the unique needs of individuals, families, and businesses in the Kingston area and beyond. With a commitment to excellence, we strive to help our clients achieve their financial goals through strategic planning and expert guidance.
At Bechtel McIntyre Lewis Wealth Management, we understand that every client’s financial journey is unique. Our experienced advisors take a holistic approach, offering comprehensive services that include investment planning, retirement strategies, estate planning, and risk management. By leveraging the extensive resources and expertise of TD Wealth, we ensure that our clients receive cutting-edge solutions backed by in-depth market insights and a client-centric philosophy.
Our office in Kingston serves as a hub for fostering strong, long-term relationships with our clients. We pride ourselves on being approachable and accessible, ensuring that every interaction is built on trust, transparency, and integrity. Whether you are planning for your family’s future, managing a business portfolio, or seeking to grow your wealth, our team is equipped to guide you through every step of the process with personalized attention and care.
As part of TD Wealth Private Investment Advice, we are backed by one of Canada’s leading financial institutions, giving us access to a wide range of investment products and tools. This allows us to create customized portfolios that align with your risk tolerance and financial aspirations. Our mission is to empower our clients with the knowledge and confidence they need to make informed decisions about their financial future.
If you are looking for a dedicated partner to help navigate the complexities of wealth management, Bechtel McIntyre Lewis Wealth Management is here to assist. Contact us today to schedule a consultation and discover how we can help you build, protect, and grow your wealth. Visit our office at 27 Princess St Suite 202 in Kingston, or explore our services online to learn more about our approach to financial planning.