Realize Your Wealth™
Independent Wealth Management
Aretec is a wealth management firm for Canadian families who don’t want a “good enough” experience with their money, but an experience that’s the best it can possibly be.
What we do
Personalized wealth management so you can focus on what matters most
Tactical Wealth Portfolios
We have a more dynamic approach to navigating markets, which allows us to better manage risks and be more opportunistic.
Strategic Wealth Plans
Most financial plans are created by plugging numbers into software. The planning we do is more akin to an in-depth business and life plan for our clients’ lives.
We are fiduciaries
A fiduciary is an advisor who is legally obligated to act in their client’s best interest
We have a promise, a process and a program.
We are a family business
Led by the husband-and-wife team of Will and Keeley Simpson – and we want our clients and team to be part of our family.
Aretec
Our name, pronounced AH-reh-teck, is derived from the concept of arete in ancient Greek thought, which refers to excellence, especially living up to one’s potential.
What We Want For You
We want you to Realize Your Wealth™
We will help you by realizing our vision to be the best advisors we can possibly be for our clients.
We have a relentless commitment to:
- Your portfolio
- Risk management and bottom-line results
- Your financial, retirement and wealth plan
- Wealth planning strategies and a family office approach
- Your client experience
- The advisory relationship
- Realizing your wealth