Private Wealth Management | Mercer Canada

Private Wealth Management

Why Mercer for Wealth Management?

Your financial circumstances and goals are unique. Our counsellors understand that, and it drives our wealth management approach.  We've integrated wealth planning, investment management, and financial advice to provide you with a holistic service informed by our institutional research and know-how. This sets Mercer apart from many other wealth management providers. We provide the bigger picture. 

Solutions That Work Harder for You

You need both peace of mind and discipline to achieve your financial objectives. We’ll put to work proven, research-based, end-to-end wealth management solutions that balance risk with consistent returns, creating opportunities in various market conditions.

Mercer Makes it Personal

Our team of private wealth counsellors are here to  focus entirely on your needs. You can count on your own committed professional to continually provide insightful thinking, helpful guidance, and efficient execution.

A Network of Counsellors and Resources

Sophisticated investors like you require the highest levels of expertise. Mercer offers customized, premium advice with far-ranging investment and research capabilities delivered by a network of seasoned professionals.    

Using a coordinated approach to wealth management, Mercer counsellors offer you the big picture and set the stage for long-term success. Your journey with us begins with:

A Network of Counsellors and Resources

Sophisticated investors like you require the highest levels of expertise. Mercer offers customized, premium advice with far-ranging investment and research capabilities delivered by a network of seasoned professionals.    

Using a coordinated approach to wealth management, Mercer counsellors offer you the big picture and set the stage for long-term success. Your journey with us begins with:

Ready for end-to-end wealth management support?

Learn more on Mercer’s unique approach, see how it can simplify and improve your level of comfort and quality of experience in managing your wealth. Chat with us today.

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Mercer’s private wealth services in Canada are delivered by Pavilion Advisory Group Limited, an indirectly, wholly owned subsidiary of Marsh & McLennan companies and an affiliate of Mercer (Canada) Limited and Mercer Global Investments Canada Limited.