Welcome to Walsh McKenzie DeGroot
Private Wealth Management

Outside of your family, there will be no one else more invested in helping you achieve your financial goals than our team of financial professionals. We leverage the unique and distinct talents on the team and the collective wisdom gained from over 75 years of combined experience, to help guide our clients—in Victoria, British Columbia and beyond—to successful financial outcomes. We do what we say, follow through, call it like we see it and make the complex more simple. As a result, you will have confidence and peace of mind knowing that you are on track to living out the future you envision for you and your family.

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Who we help

We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.

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What we do

Our team has more than 75 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.

Investment planning


Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.

 

What our clients say