Werner Mayburry Wealth Management

Welcome! Our team works to provide solutions to families and individuals looking for guidance on their financial well-being. Our approach reaches beyond investment management to encompass planning and management of your retirement goals, risk management needs, philanthropic wishes, estate planning and tax strategies to give you confidence that you are making the right financial decisions. You can find more about how we can guide you in these areas by navigating to the How We Help page.

What makes us different?

Our connection with our clients and the time we take to get to know you, your dreams, and concerns is at the core of the work we do with you, and we take pride in our relationships and service. We understand that everyone has goals and challenges personal to them which is why we take the time to understand your unique situation. Your success, however you define it, is important to us.

To our current clients, thank you for allowing us the privilege and trust of helping you on your journey. If you know someone who would be interested in a “peace of mind” review of their current financial plan please feel free to connect them with us.

Newsletters

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Dee-Ann Mayburry
Dee-Ann Mayburry, CFP®, CIM®, CIWM, FCSI™
Senior Wealth Advisor
Graydon McQuibban
Graydon McQuibban
Associate Wealth Advisor
Hayley
Hayley Cole
Associate Wealth Advisor
Daniel Osorio Torres
Daniel Osorio Torres
Administrative Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

On December 16, 2024, the Leader of the Government in Canada’s House o...
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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.
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Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
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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.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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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.
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Tax Planning
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