Bzdel Wealth Management

"Commitment to help you navigate today's markets with confidence"

Throughout our years working within the financial industry we have had the privilege to work with so many wonderful people from across Canada.  When we reflect upon the knowledge and experience that we have gained over the years.  We find that many people are simply looking for guidance, education, and support regarding their financial affairs.     

Service Philosophy

The relationships we build are based on the highest standards of ethical behavior, trust, competence, and respect.  Our goal is to build long lasting honest relationships through personalized service and open communication. 

Together we offer over 50 years of investment and financial experience.  We believe working as a team is important because it helps us deliver the guidance support, and service our clients deserve. 

True Value: What sets us apart

We listen to your needs and develop solutions that work for you.  We strive to better understand your unique goals so we can work together to achieve your financial aspirations.  We dedicate time and work closely with you to develop a diversified investment plan to meet your return expectations.  We explain important information in simple terms that you can understand so you can feel comfortable.  We care about our clients and want to help you succeed. 

We offer a dedicated team of investment professionals supported by an industry leading firm who can provide a complete offering of financial solutions to meet your needs. 

Service Offer

  • Investment management
  • Financial planning
  • Research
  • Business succession
  • Retirement planning
  • Risk management
  • Tax planning
  • Insurance*
  • Education
  • Interest rate discussion
  • Estate planning
  • Pension & benefit consulting
  • Second opinion service
  • Foreign currency transactions

Getting Started

Let's start with a conversation. 

*Insurance products and solutions are provided by NBF Financial Service (NBFFS).  NBFFS is not a member of the Canadian Investor Protection Fund (CIPF).  Therefore insurance products are not protected by the CIPF.