Silicz Wealth Management Team | National Bank Financial

Welcome

Silicz Wealth is a Millennial led advisory team helping families, business owners and charities across Canada protect their wealth and make money. We follow a Family Office approach to wealth management, striving to build professional friendships with each of our clients based on shared values and trust.

Our approach pays particular attention servicing you, communicating frequently, and focusing on tax, retirement and estate planning to compliment your investments.

We practice Responsible Investing using ESG - Environmental, Social and Governance - factors for portfolio construction.

With our team, your wealth is in good hands.

Discover our company

Our Mission

We exist to have a positive impact in people's lives, by building long-term relationships with our clients and our community, leaving them better off for having partnered with us.

Why Choose Us

We are here and answer the phone/email/webcam quickly and communicate back to you frequently
Second Generation Advisor Team
The preferred choice as leaders in the ESG (Environmental, Social, Governance) space

Schedule a complimentary consultation today to discuss your environmental, social and corporate governance investing

Get in touch with Michael

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

our commitment to you and the achievement of your goals
our innovative approach, whatever the service
our integrity
our professionalism
transparency regarding our remuneration

What our clients are saying

I have known Michael for many years and have confidence in his financial advice. Over the years, I have recommended him to my relatives and friends who have been most appreciative of his attention to their portfolios. As chair of several Private Charitable Foundations, I rely on his advice in managing those portfolios. Above all, Michael can be reached by phone or email and is prompt in responding.

John Deacon

Our life goals and financial planning have been given a real lift by working with Michael over the past decade. His ability to offer advice and support to enable us to have investing literacy, ask thoughtful questions, listen to our values, and then suggest and regularly monitor investments that align with our values has been reassuring and helpful. In particular, his expertise in social and environmental governance, and his deep analysis and recommendations that align with this emerging area of financial investing, have provided excellent value and stability over time. In short, they have demonstrated results in line with our expectations.

Celes and Sue Davar

It is a pleasure for me to recommend Michael Silicz as a financial advisor. I have known Michael for many years and have appreciated his advice since he took over my account. Michael's investment philosophy aligns well with my values and I trust his integrity. Although I no longer live in Winnipeg, Michael's excellent communication skills make up for the distance.

Elizabeth Larmond Elliot

As a physician I understand the importance of a holistic approach to not only medical care but to one’s financial needs. An approach based not only on your financial needs but on each individual’s unique goals. After several meetings Michael understood my goals…..financial security, leaving a legacy to the future and addressing in some small way the impact of corporations on global warming. Reviewing my financial portfolio and life insurance policies Michael developed a plan to meet my financial needs. Supporting me in leaving a legacy to future generations Michael counselled me on the most tax effective use of charitable donations and the advantages of establishing my own charitable foundation. Recognizing my concerns about the impact of global warming on future generations Michael implemented an investment strategy using ESG - Environmental, Social and Governance - factors for my portfolio development. Michael listens, understands and develops a plan to address all of your financial goals.

Valerie Swain