At Oldfield Group Wealth Management, we believe investment planning should never be handled in isolation. Your portfolio is one component in a much larger system—one that includes your tax strategy, estate plan, retirement goals, and cash flow needs. That’s why our investment strategies are fully integrated into the bigger picture of your life.
For high-net-worth clients, smart investment planning is about more than chasing returns—it’s about creating a financial structure that supports your long-term ambitions. Whether you're preparing for retirement, transferring wealth to the next generation, or managing liquidity after a major business event, your investments should do more than perform. They should align.
At Oldfield Group, investment planning starts with a conversation. We listen closely to understand your goals, your business, your lifestyle—and then create a portfolio that integrates with every piece of your financial picture. As one of the few high-net-worth investment firms that brings tax expertise in-house, we optimize for efficiency at every level: account structure, income sourcing, capital gains timing, and more. And with ongoing reviews, our plans evolve with you.
How high-net-worth investment firms should serve you
What sets us apart as a high-net-worth investment firm? We take the time to understand what drives your decisions—whether it’s security, growth, family, or legacy—and translate that into an investment strategy that adapts with you.
Markets shift. Priorities evolve. Life throws curveballs. That’s why our plans are built to be flexible, responsive, and deeply personal. Wealth management isn’t just about numbers—it’s about making every dollar reflect what matters most to you.
What drives your plan?
The investment process begins with understanding you. What’s your version of peace of mind? What keeps you up at night—or gets you up in the morning? Maybe it’s financial freedom, maybe it’s preserving family wealth, maybe it’s making a difference with your dollars.
Once we understand the ‘why,’ we build the ‘how.’ Our investment advisors design portfolios that align with your values and goals—while adjusting for risk tolerance, tax efficiency, and changing timelines.
Tax-smart investing: Keep more of what you earn
Wealth doesn’t disappear—it quietly drains away when tax strategy is ignored. Our investment planning integrates tax-conscious strategies at every level, including:
- Strategic account allocation between registered and non-registered plans
- Tax-efficient withdrawal sequencing in retirement
- Capital gains management across portfolios
- Income splitting and other advanced strategies for high-net-worth households
Because at the end of the day, it’s not just about what your investments make—it’s about what you keep.
Make your portfolio work harder in retirement
Too often, retirement marks a shift from growth to caution. But your investments shouldn’t go quiet when you step away from work. With smart income strategies, your portfolio becomes an active engine—supporting your lifestyle through carefully selected dividend stocks, income-generating ETFs, REITs, and fixed-income products.
We structure your portfolio to balance growth, income, and liquidity—ensuring your retirement is funded, stable, and still flexible enough to accommodate the unexpected.
Beyond stocks and bonds: The power of alternative investments
For many high-net-worth individuals, traditional asset classes only go so far. We offer access to alternative investments that diversify your portfolio, reduce volatility, and provide exposure to opportunities not tied to public markets.
These include:
- Private equity and private credit
- Hedge funds
- Real estate investment vehicles
- Infrastructure and ESG-driven alternatives
Used strategically, these tools can offer risk-adjusted returns and portfolio resilience, especially in uncertain market conditions.
Invest with purpose: Sustainable and impact investing
If you care about the future of the planet, diversity in leadership, or fair labour practices, your portfolio can reflect that. We offer sustainable investing solutions that combine strong financial performance with measurable environmental and social impact.
You don’t have to sacrifice returns to invest responsibly. With ESG-focused strategies, your money becomes a force for good—without compromising your goals.
More than an investment advisor—a long-term partner
Our role is to be your guide, your advocate, and your partner through every chapter of your financial life. That means:
- Rebalancing your portfolio when markets shift
- Updating your plan as life changes—new goals, new priorities
- Coordinating your investments with your accountant, lawyer, or business team
- Making every decision part of a cohesive, forward-looking strategy
Whether you’re navigating a business sale, supporting adult children, planning a major gift, or simply preparing for a comfortable retirement, our investment advisors are here to support you.
