Here’s something most professional money managers – “active” managers as they are called – won’t tell you: over time, very few of them outperform the market, net of fees.
Will your retirement be all you want it to be?
At Polson Bourbonniere Derby Wealth Management, we can help you emphatically answer “yes.” That’s because we’ve been in business for over 25 years and have built a reputation as one of Canada’s premier advisory practices specializing in retirement income and financial planning. We stay focused on achieving our clients’ goals, preserving their wealth, and providing the tools, resources, and know-how to support them through all stages of retirement.
Let us show you how.
Whether your retirement is in 20 years, just around the corner, or in full swing, a successful worry free retirement experience can be achieved through a handful of key principles:
Understand your personal, financial, and lifestyle goals.
Develop and adhere to a comprehensive financial plan.
Make investment decisions that fulfill the needs of the financial plan.
Use investment strategies based on evidence rather than prediction.
Keep investment costs low and transparent.
Diversify responsibly.
Just ask our clients and their families. They’ll tell you we’re always there, every step of the way, assisting with the transition to the next stage in their lives – when to retire, how to retire, even redefining retirement if a traditional definition doesn’t quite suit them.
A relationship with Polson Bourbonniere Derby Wealth Management provides you with the confidence you need to set your life plans in motion and prepare for the retirement you deserve.
Choose the Worry Free Retirement Experience™
Invest, don't speculate.
Here’s something most professional money managers – “active” managers as they are called – won’t tell you: over time, very few of them outperform the market, net of fees.
Your situation
We help you assess your current situation. What’s worrying you? What are you excited about?
Team builder
We pull together a team of experts and specialists who will work together to help you achieve your goals.
Your vision
We help you develop a vision of what you really want – fi nancially and personally.
Implementation
Our team of professionals will help you immediately implement your plan.
Our analysis
We thoroughly review and analyze your fi nancial situation and its implications for the future, then develop a plan based on your objectives.
Review session
We conduct regular reviews to evaluate your progress and ensure you meet your goals.
Meet The People Behind Your Plan
Behind every Worry Free Retirement Experience™ is a team that genuinely cares — not just about your portfolio, but about your life. Our advisors and support professionals bring decades of combined experience and a deep commitment to the kind of long-term, trust-based relationships that make a real difference.
We believe financial planning works best when it feels like a partnership. Every member of our team is here to listen, understand your goals, and bring the expertise needed to help you move forward with confidence — at every stage of the journey.
