Business Details
22 Years
experience
Your Trusted Financial Partner in Burlington
At Sovereign Wealth Management, we prioritize client relationships through a disciplined, client-centric approach to financial planning. Founded in 2004 by Whitney Hammond, our firm specializes in tax and estate planning, business succession strategies, and wealth preservation for business owners, executives, and families. Our team collaborates with legal and accounting professionals to deliver customized solutions, emphasizing confidentiality, stewardship, and long-term trust.With over two decades of experience, we focus on building intergenerational wealth through transparent communication and proactive service, ensuring clients achieve financial security and legacy goals.
Services
Tax Planning
Estate Planning
Succession Planning
Wealth Preservation
Retirement Income Strategies
Details
- Year established: 2004
Highlights and features
- We offer over 25 years of experience in wealth management and estate planning.
- Our team holds advanced certifications including CFP, CLU, and TEP designations.
- We collaborate with legal and tax professionals to deliver comprehensive solutions.
- Clients benefit from our proprietary wealth methodology and financial modeling tools.
- We maintain a by-referral-only approach to ensure personalized service quality.
Services
Tax Planning
Our tax planning services optimize financial efficiency through strategic tax deferral and sheltering techniques. We analyze income streams, asset growth, and estate considerations to minimize tax liabilities while aligning with long-term wealth goals. Clients receive customized strategies that integrate seamlessly with broader financial plans.
Estate Planning
Estate planning ensures seamless wealth transfer through wills, testamentary trusts, and intergenerational strategies. We coordinate with legal advisors to protect assets, reduce probate costs, and implement tax-efficient structures. Our approach prioritizes family security and legacy preservation across multiple generations.
Succession Planning
Succession planning prepares business owners for leadership transitions and exit strategies. We develop comprehensive frameworks for share transfers, valuation planning, and wealth extraction. Our solutions maintain business continuity while maximizing post-sale financial outcomes for owners and stakeholders.
Wealth Preservation
Wealth preservation strategies safeguard assets through diversified investment approaches and risk management frameworks. Our team focuses on capital preservation, tax-efficient growth, and intergenerational wealth transfer. Clients benefit from tailored portfolios aligned with their risk tolerance and long-term objectives.
Retirement Planning
Retirement planning creates sustainable income streams through comprehensive cash flow modeling and investment strategies. We assess lifestyle goals, pension integration, and tax implications to ensure financial security throughout retirement. Clients receive dynamic plans adaptable to changing market conditions and personal circumstances.
People
Whitney Hammond
Principal
Certified Financial Planner with 25+ years of experience in wealth management. Founder of Sovereign Wealth Management, specializing in estate planning and intergenerational wealth transfer strategies.
Steve Shillington
Tax Advisor
Chartered Accountant with 20 years in financial services. Provides expert guidance on tax planning, business risk management, and estate strategies for high-net-worth clients.
Brian Weatherdon
Associate Advisor
Certified Financial Planner with 25 years of experience. Focuses on wealth protection and estate planning for professionals and families through customized financial strategies.
Geoff Milson
Chief Operating Officer
Finance professional with expertise in financial partnerships. Manages operational strategies while maintaining industry leadership roles in local business and sports organizations.
Ben Takacs
Investment Associate
CFA Level III candidate with specialized knowledge in investment products. Supports client portfolios through accurate transaction execution and market analysis.
Questions
What services does Sovereign Wealth Management offer?
We specialize in tax planning, estate planning, business succession strategies, retirement income planning, and wealth preservation for business owners, executives, and families.
How do you work with existing legal and tax advisors?
We collaborate with your current professionals to ensure coordinated implementation of financial strategies, maintaining open communication to align all aspects of your wealth plan.
Are your services available outside Burlington?
While based in Burlington, we serve clients across Canada through secure digital communication and personalized service delivery.
What makes Sovereign Wealth Management unique?
Our by-referral-only model, advanced-certified team, and proprietary wealth methodology provide tailored solutions focused on long-term intergenerational wealth management.
How are financial plans developed and maintained?
We use comprehensive financial modeling and regular reviews to create dynamic plans that adapt to changing life circumstances and market conditions.
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Reviews (2)
Adrienne Ellis
May 22, 2021
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Christine went over and above for me recently when I was completing a transaction with her. It's that extra bit of care that makes me feel highly valued as a customer. Both ladies, Christine and Whitney have always been exceedingly professional in my communication with them. Highly recommend.
Alexis Duncan
Jun 17, 2019
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I am so happy that i have my Investments with Sovereign Wealth. Whitney Hammond and her entire staff have provided outstanding service. I love watching my money grow and I feel so confident that I am being taken care of by a trusted company. I highly recommend this company and I really with that I came on board sooner!
