A PERSONALIZED APPROACH TO MANAGING WEALTH

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Most financial advisors talk about financial goals; at Misener Wealth Solutions, we talk about life goals. Helping you identify and meet your life goals is what we do best. Through our simple four step approach, we’ve developed an established strategy to overcome your obstacles to bring you financial peace and security.

We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.

Total Wealth Solutions wheel 

Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Brent Misener.
Brent Misener, CFP®
Senior Financial Advisor
Richard Lefrancois
Richard Lefrancois
Administrative Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

father and daughter on a beach

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

empty chairs in boardroom

BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

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PROFESSIONALS

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

Insights & Articles

The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
Tax Planning
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Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Striking the Right Balance.
Markets & Investing
Watch our latest Client Insights webinar.
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham