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Aretec Wealth Inc. Debuts as Independent Wealth Management Firm in Canada
Aretec Wealth Inc., led by CEO Keeley Simpson, has officially launched in Canada as an independent wealth management firm. The company has secured registration with securities commissions in Ontario, Quebec, British Columbia, and Nova Scotia. Aretec aims to deliver tailored financial solutions and help clients realize their full wealth potential.
The leadership team includes Will Simpson as President and Greg Wise as Vice-President. Both bring extensive experience from the financial sector. The firm's ethos revolves around offering more than a "good enough" financial experience, aspiring instead for excellence in client service and portfolio management.
Aretec partners with Fidelity Clearing Canada for asset custody and Advisor Solutions by Purpose for advanced platform services. These collaborations reinforce its commitment to client security and streamlined digital experiences. Keeley Simpson expressed excitement about reshaping the Canadian wealth management landscape.
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