By utilizing Private Wealth Management, our clients have the edge in the market place. This superior sevices gives our clients solid returns with low risk.

Wiffen Financial Services, through referral agreements between our Mutual Fund dealer FundEX Investments Inc.and various other entities, is able to offer investment counseling services for clients with portfolios over $250,000. Utilizing the services of Canada's finest Investment Counsel firms, our clients will receive a unique investment strategy and custom designed portfolio.The portfolio, which is comprised of solid equities and high quality fixed income securities, is created for each client at a cost that is much lower than typical mutual fund fees.

The criteria and process used by our chosen Investment Counsel partners to select the investments is strict to ensure only the highest quality of equities is selected for our clients. You can be assured that before a company stock is purchased, a number of variables are scrutinized, including:

1)Cash flow back to investor through dividends

2)Excellent corporate governance of Senior Management and Board Members

3)Long term equity returns to investors

4)Barriers to entry for competition

5)Reasonable price to earnings multiple

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Our clients involved have given excellent testimony regarding the outstanding value provided to their portfolios. We look forward to working with you in the future as a client of Wiffen's Private Wealth Management services.

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View your Private Wealth Portfolio

* Note - Other than in respect of mutual fund securities and limited categories of fixed income securities, associates and employees of FundEX Investments Inc. and/or Wiffen Financial Services Inc. are NOT registered under provincial securities legislation to trade in securities, which includes receiving an order to buy and sell securities, or to disseminate information in any form about securities which may lead to a client deciding to buy or sell securities.