Explore Weekes Wealth
We are an independent wealth management practice serving individuals and families, medical and dental professionals, business owners, and those nearing or enjoying retirement. Our fiduciary standard means advice is built around one thing only — your best interests.
Four disciplines, coordinated as one plan
Wealth Planning
A plan that connects retirement, tax, estate and family goals into one coordinated view.
Investment Management
Portfolios built for real objectives, with access beyond conventional public markets.
Insurance Solutions
Protection and estate strategies that hold the plan together when circumstances change.
Private Banking
Credit and cash management structured around the balance sheet you already have.
Advice shaped around the life you are actually building
The practice behind the plan
Meet the Team
Portfolio managers and financial advisors, with the client service team who keep the practice running.
Professional Fees
Our fee schedule in full, with what is included and what is not.
Find An Office
Offices in Ancaster and Burlington, by appointment or wherever suits you.
Start with a conversation about where you are headed
A first meeting runs about an hour and costs nothing. We will talk through your situation and tell you plainly whether we can help.