Wealth Solutions for Life

Thie Convery

Thie Convery,
B.Sc.(Hons.), R.F.P., CFP, CIM, FMA, FCSI
Wealth Advisor

 

Thie has appeared on:

CHCH TV; Advisor’s Edge; Hamilton Spectator; Dundas Star News; Loring Ward’s Net Assets; C.A.R.P. magazine; Hamilton Chamber of Commerce’s Panorama; 740 AM Radio (The Earl Warren Show); advisor.ca; MS Rendezvous magazine.

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

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Looking for Year Round Tax Tips?

Generally, the most potent tax planning strategies are those that work for you throughout the whole year, and whose rewards can compound year after year. As part of your Wealth Plan, here are some strategies that your Convery Wealth team can help you to explore.

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  • She is open and honest and I know that I can call her whenever I need to. Thie carries herself with great professionalism – not only as a Wealth Advisor – but as someone who contributes a great deal to her community.

    – Rev. Canon Ruth Jefferson
 
 
  • Thie and I began working together during the summer of 2013, after a recommendation from my brother who is also client of hers. Thie’s unique approach has helped me to step back and look at the bigger picture of my financial status.

    – Frank Ramirez