Wealth Planning
We will help tailor you a wealth plan that considers the key aspects of your personal and financial life, but also goes beyond your investments and retirement and focuses on all your life goals.
Portfolio Management
Having a consistent investment approach with built in risk parameters lets us focus on generating Alpha persistently while the core of the portfolio invests in the long-term.
Wealth Preservation
We strongly believe that sound financial planning requires an in-depth analysis of all factors and considerations that may arise in your quest to meet your financial and personal goals.
What We Offer
We provide expert financial advice. From helping executives and business owners to advising professionals and families, we ensure you’re getting the best guidance from our professional team.
View Services →
About Us
LK Wealth Group is part of one of Canada’s pre-eminent Independent Financial Services firms, Echelon Wealth Partners Inc. In 2016, associated with world renowned Chief Global Strategist Peter Schiff purchased Dundee Goodman Private Wealth from famed investor Ned Goodman’s Dundee Financial. We are also a growing firm, with more than $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria and Tokyo.
Frequently Asked Questions
What kind of financial advice do you give?
We give financial advice from a top down approach. First we target a client’s large long-term financial objectives, then give detailed financial advice to reach those objectives.
Do you offer individually tailored investment plans?
Every person has different values and goals, therefore we believe it is imperative to create a personal plan for each client.
How would I go about planning for my retirement?
Planning for your retirement begins with identifying how you envision your retirement. From there, we focus on helping you reach those goals with the highest probabilities possible.
Why Choose Us?
Experienced
We have over 40 years experience providing expert financial advice.
Vibrant
Our enthusiastic team of advisers are always here to help.
Professional
Our financial specialists ensure you get the optimum results.
Testimonials
Here’s what just some of our clients have said
Since opening my account with Konrad he’s been incredibly service oriented. It’s hard to find someone so genuine in the brokerage industry and it’s why I will continue to trust Konrad and his team with my capital.
Sean Z — Entreprenuer
Konrad and team’s personalized approach, not only to our portfolio but to our working relationship, is refreshing. It’s clear that our best interests are being thoughtfully considered.
Mark B — Regional Sales Manager
Justin is adept at educating his clients on investment decisions and cultivating interest in the economy and the domestic and world markets. Prior to Justin, I had worked with a number of financial advisors who assumed I had no interest in learning about the financial world. I look forward to continue learning more about my investments and watching them grow under Justin’s management.work!
Karen H — Senior Marketing Manager
Having my life savings secured, preserved, and relatively immune to speculative forces of the markets, as well as ethical investing, were always my concerns. Working with Konrad, Justin and their team on alternative investing solutions seem to be quite successful in realizing these goals. Particularly, in the current economic downturn provoked by the Covid-19 pandemic, my portfolio has been experiencing relatively mild impacts.
Marek T— Retired Architectural Engineer
For expert financial advice you can trust the LK Wealth Management team.
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.