Mutual Fund & ETF Solutions*
About Us
Planning Futures
Since 1997, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? As a credentialed professional I would be glad to help.
A Proven Approach
I start by clarifying our fee structure and explaining the different ways I can help. Then I analyze your goals and compare them to your current portfolio. Followed by a recommendation of strategies designed to meet your risk tolerance.
Why Shuttleworth Wealth Management?
At Shuttleworth Wealth Management you will have specialized and personalized service. A plethora of industry experience will be utilized to make sure your wealth is stable and growing. Shuttleworth Wealth Management has a strong commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Disclaimers
Mutual Funds
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Insurance
Insurance products are provided through Qualified Financial Services