Tipping Point Wealth Management

Wealth is NOT Simple

As much as wealth can bring joy, it can also be intimidating and create unexpected challenges of its own.

For that reason, we work with clients to source, create, and capitalize on actionable opportunities that others miss.

Identify your Tipping Point

The Tipping Point is where the equilibrium is suddenly tilted in your favor, or the point at which you achieve mastery after years of hard work.
We believe the Tipping Point represents several concepts within wealth management:

Financial Freedom

The point at which you become independently wealthy, allowing you to adjust your decision-making process
The point at which you can retire, with the freedom to enjoy it

Goal Focused

The point at which you have a plan in place, as opposed to guessing about the future
The point at which you can pay for your children’s/grandchildren’s education
The point at which you can purchase the vacation property of your dreams

Re-Thinking Risk

The point where you understand your capacity and willingness for risk
The point at which your behaviours no longer control your financial outcomes

What we do

Our Offering

Discretionary Global Investment
Planning (Retirement, Estate, Insurance, Tax)
Behavioural Coaching
Exceptional Service

Our Process

Learn -> Analyze -> Present -> Discuss -> Execute -> Repeat

We believe…

Wealth is NOT simple.
Clear and consistent communication is the only communication you deserve. We don’t have to agree on everything.
Investor behaviour is the largest risk to successful investing outcomes.
The biggest opportunities are often found outside the portfolio.
Sourcing opportunities is only helpful if you have the team to help you capitalize.
Speculating is gambling, investing is becoming an owner of quality businesses.
Luck is out of our control. Poor results can occur despite making the right decisions; positive results can also come from poor decisions. The key is understanding the difference.
Risk avoidance results in return avoidance. Living with some losses is an essential ingredient in investment success. – ‘Howard Marks’

“It’s not about the money, until it’s about the money, then it’s all about the money”
– In Memory of Derek S.

Our Values: Integrity, Honesty, Humor, Respect, Education, Humanity

Who We Are

Tipping Point is run by a team of dedicated and experienced professionals. We look forward to discussing how we can help to identify your Tipping Point.