Built for complexity. Designed for confidence.
At Freeman Group Private Wealth Management, our clients are people who lead busy, successful, and often complex financial lives. They’re not looking for cookie-cutter advice—they’re looking for clarity. As experts in wealth management for high-net-worth individuals, we offer structure where there’s uncertainty, strategy where there’s complexity, and confidence where there was once doubt.
Our clients come from a range of backgrounds, but they share a common need: trusted advice that’s personal, proactive, and built to last. Whether you’re exiting a business, building a legacy, or supporting your family across generations, our high-net-worth wealth management services are tailored to help you feel in control of your financial future.
Business owners and entrepreneurs
You’ve built something valuable—and now you need a plan to protect, grow, and eventually exit on your terms. We work with incorporated professionals, entrepreneurs, and multi-generational family businesses to provide HNW wealth management strategies that integrate tax planning, business succession, and investment strategy into one cohesive plan. Whether you're preparing for a sale or passing the business to family, we help you transition with confidence, clarity, and control.
Pre-retirees and retirees
Retirement isn't the end of planning—it's the next evolution. We work with clients who are five to ten years out from retirement, or already in it, to create income strategies that are sustainable, tax-efficient, and tailored to their lifestyle. From coordinating pensions and RRIFs to planning healthcare costs and legacy goals, our private wealth management services are built to help you enjoy your retirement, not stress over it.
Families
You want to give your children and grandchildren a strong foundation—without overwhelming them or eroding what you’ve built. Our approach to Family Financial Planning brings multiple generations into the conversation, helping you pass down both wealth and wisdom. We manage everything from education funding and family trusts to intergenerational estate planning and philanthropic goals. The result? A family legacy that’s not only protected, but empowered.
Women's wealth and well-being
Women often face unique financial journeys—longer retirements, time out of the workforce, and the responsibility of caring for both children and aging parents. We work with women who want clarity, security, and a financial partner who listens first. Whether you're building wealth, preparing for retirement, or managing money after a major life event, we design strategies that support your lifestyle today while securing your financial independence for the future.
Empire Company employees
With decades of experience guiding Sobeys employees through retirement and beyond, we understand the inner workings of the Empire compensation and pension structure. We’ve worked with over 200 Sobeys families, helping them make informed decisions around retirement timing, CPP and OAS integration, pension choices, and estate planning. Whether you’re five years out or already retired, we help you get the most from your package—and ensure your next chapter is one you feel confident stepping into.