Wealth Planning And Investment Management | Promus Advisors

Building your Wealth, Protecting your Family, Securing your Legacy

We’re Here to Help

We’re here to engage, encourage, and empower families by providing them with the strategies and services they need to live the life they want.
Our core principles guide every decision—when a stewardship mentality meets a fiduciary mindset, client needs are put above everything else.

INDEPENDENCE
(In·de·pend·ence)

As an independent firm, we work for our clients and our clients only.

OBJECTIVITY
(Ob·jec·tiv·i·ty)

We value honesty, open communication, and impartial advice.

INTEGRITY
(In·teg·ri·ty)

Personal integrity is an investment in establishing client trust.

Life and Legacy Promise

Everyone has a story, but few can decide how it’s told or when it stops being shared. We’re here to help you author one that you can be proud of.

There is only so much we can accomplish in our prime. But when everything falls into place, your decisions can last for lifetimes. Why plan for years when you can create for generations?

Our Life & Legacy Promise is simple. Through strategic planning and holistic financial management, you can live the life you want without sacrificing what you can leave behind. Whether through your family or by supporting a charity close to your heart, you can decide exactly how you want to be remembered.

At Promus, we’re as dedicated to your loved ones as we are to you—through collaboration, we can craft a meaningful, sustainable legacy. It’s more than just drafting a will; it’s about handing down your wisdom, having an enduring impact, and, above all else, continuing to help those who will keep your memory alive.

Across Our
North American Businesses

in AUM (CAD)

$ 0 B+

Professionals

0 +

Client Relationships

0 K+

Advisory services offered through Promus Advisors, a division of Bellwether Investment Management USA Inc., an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Securities and Exchange Commission, nor does it indicate that the adviser has attained a particular level of skill. Promus Advisors and its investment adviser representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or where an exemption is determined. Rankings published by magazines, and others, generally base their selections exclusively on information submitted on the recognized adviser. The rating is not indicative of future performance. No compensation was paid for third-party ratings or rankings.

© 2024

Promus Advisors