Business Details
21 Years
experience
Trusted Financial Advisers in Burlington
North Shore Wealth Management has been dedicated to providing personalized financial guidance since 2005. Our team of seasoned advisors combines deep industry expertise with a client-first approach to help individuals and families navigate complex financial decisions. With decades of collective experience, we specialize in crafting tailored investment strategies, insurance solutions, and retirement plans that align with each client's unique goals.Our commitment to ongoing education ensures we remain at the forefront of evolving market trends, while our community involvement reflects our dedication to creating lasting value beyond financial transactions. By maintaining independence from large corporate structures, we preserve the flexibility to offer unbiased advice focused solely on our clients' best interests.
Services
Investment Advisory
Insurance Planning
Retirement Strategies
Estate Preservation
Risk Management
Mutual Fund Management
Life Insurance Solutions
Critical Illness Coverage
Wealth Transfer Planning
Portfolio Management
Details
- Year established: 2005
Highlights and features
- We provide personalized financial strategies developed by advisors with decades of industry experience.
- Our IIROC-regulated investment services ensure compliance with the highest industry standards.
- Comprehensive approach combining investment management, insurance planning, and retirement solutions.
- Community-focused practice with deep local knowledge of Burlington's financial landscape.
- Transparent advisory process free from corporate product-pushing mandates.
Associations and certifications
- IIROC
- MFDA
- Autorit des marchs financiers
Services
Investment Advisory
Our investment advisory services combine market expertise with personalized strategy development to build customized portfolios. We offer access to diverse financial instruments including stocks, bonds, ETFs, and mutual funds while maintaining IIROC-regulated oversight. With a focus on risk assessment and long-term growth, we help clients navigate market fluctuations while working toward their specific financial objectives through regular portfolio reviews and adjustments.
Insurance Planning
We provide comprehensive insurance solutions covering life, disability, critical illness, and long-term care needs. Our advisors help clients evaluate appropriate coverage levels for family protection, business continuity, and estate preservation. By offering products from reputable providers, we ensure clients receive tailored protection strategies that integrate seamlessly with their overall financial plans while maintaining flexibility for changing life circumstances.
Retirement Strategies
Our retirement planning services focus on creating sustainable income streams through registered and non-registered investment vehicles. We specialize in RRSPs, RRIFs, and pension plan management while considering tax implications and government benefits. Through systematic withdrawal plans and strategic asset allocation, we help clients transition smoothly into retirement while maintaining financial security throughout their post-work years.
Estate Preservation
We develop estate planning strategies that minimize tax liabilities and ensure smooth wealth transfer to future generations. Our services include life insurance integration, testamentary planning, and business succession strategies. By coordinating with legal and tax professionals, we create comprehensive plans that protect clients' legacies while addressing both immediate and long-term family financial needs.
Mutual Fund Management
Our mutual fund management services provide access to diversified investment options through MFDA-regulated offerings. We help clients select funds aligned with their risk tolerance and financial goals while monitoring performance regularly. With options ranging from conservative money market funds to aggressive growth portfolios, we create balanced approaches that adapt to changing market conditions and evolving client needs over time.
People
Lynn Curtin
President / Senior Wealth Advisor
With over 35 years of wealth management experience, Lynn Curtin is a certified professional accountant and award-winning financial advisor. She founded North Shore Wealth Management in 2005 to provide independent financial guidance while maintaining active community involvement through local charity work and board service.
Barbara Fuller
Financial Planner & Insurance Specialist
Barbara Fuller brings 20+ years of insurance and risk management expertise as a Certified Financial Planner and member of Advocis. She specializes in estate preservation strategies while maintaining active participation in professional organizations like the Million Dollar Round Table, where she holds Life Member status.
Andrew Lansbury
Financial Advisor
Andrew Lansbury provides comprehensive financial advisory services with expertise in both investment management and life insurance solutions. He works closely with clients to develop integrated wealth management strategies that address both growth and protection aspects of financial planning.
Elisa Moteeram
Investment Advisor
Elisa Moteeram offers 20+ years of financial services experience with dual expertise in investment advisory and administrative operations. Her client-centric approach focuses on personalized service delivery through thorough understanding of individual financial goals and market opportunities.
Joseph Petruzzella
Financial Advisor
Joseph Petruzzella builds long-term client relationships through personalized financial planning strategies. With 25+ years of industry experience, he specializes in creating customized investment and insurance solutions that align with clients' unique financial circumstances and future aspirations.
Questions
What financial services does North Shore Wealth Management offer?
We provide investment advisory services, insurance planning, retirement strategies, estate preservation solutions, and mutual fund management tailored to individual client needs.
How do I start working with your financial advisors?
Contact us through our website contact form or call 905-332-7861 to schedule a consultation where we'll assess your financial goals and create a personalized plan.
Do you offer insurance products beyond life insurance?
Yes, we offer comprehensive insurance solutions including disability coverage, critical illness protection, long-term care insurance, and travel medical coverage.
Are your investment services regulated?
Our investment advisory services are regulated by IIROC, and mutual fund services are offered through MFDA-regulated Manulife Wealth Inc.
Can you help with retirement income planning?
We specialize in creating sustainable retirement income strategies using RRSPs, RRIFs, pension plans, and systematic withdrawal approaches tailored to individual needs.
Do you work with out-of-province clients?
While based in Burlington, we serve clients across Canada including British Columbia through our IIROC-regulated services and virtual consultation options.
