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NW Strategic Private Wealth Management

NW Strategic Private Wealth ManagementNW Strategic Private Wealth ManagementNW Strategic Private Wealth Management

NW Strategic Private Wealth Management

NW Strategic Private Wealth ManagementNW Strategic Private Wealth ManagementNW Strategic Private Wealth Management

Welcome To A World Of Integrated Private Wealth Management

Your Trusted Partner in Wealth and Legacy: Tailored Solutions for Lasting Financial Success

At NW Strategic Private Wealth Management Group, we are dedicated to empowering high-net-worth individuals to achieve greater financial success through a strategic, solutions-first approach. 


We understand that wealth management isn’t a one-size-fits-all journey; it’s a carefully tailored process that evolves alongside our clients’ lives, goals, and aspirations.


Servicing clients for the long term with the highest possible standards of private client service is front and center for our life-long client relationships.

Services

Strategic Investment Management

Strategic Risk Management Service

Strategic Risk Management Service

We focus on factors that we can control. We do not pick stocks or try and time the market. We focus on diversified asset allocation, minimizing fees and taxes and maintaining investment discipline.

Strategic Risk Management Service

Strategic Risk Management Service

Strategic Risk Management Service

Strategic Risk Management and Insurance Planning to help navigate the uncertainties of life.

Personal & Corporate Tax Planning

Strategic Risk Management Service

Personal & Corporate Tax Planning

Integrated personal & corporate tax planning strategies. Let professionals help you plan your life.

Estate & Legacy Planning

Charitable & Philanthropic Planning

Personal & Corporate Tax Planning

Plan a legacy for the people and causes you care about.

Comprehensive Retirement Planning

Charitable & Philanthropic Planning

Charitable & Philanthropic Planning

Create a tax-efficient retirement income strategy that adapts to you.

Charitable & Philanthropic Planning

Charitable & Philanthropic Planning

Charitable & Philanthropic Planning


Create a charitable giving strategy that fulfills your wishes.

Family Office Services

Intergenerational Wealth Planning

Business Succession Planning

Comprehensive private family office services in a holistic approach.

Business Succession Planning

Intergenerational Wealth Planning

Business Succession Planning

Create an integrated business succession plan to empower your financial future and life aspirations.

Intergenerational Wealth Planning

Intergenerational Wealth Planning

Intergenerational Wealth Planning

Secure your intergenerational transfer of wealth to the next generation tax - efficiently.

Meet The NW Strategic Private Wealth Management Group

Kreesan M.L. Naidoo QAFP, RRC, B.MGT

President & CEO

Your Wealth Journey: A Three-Step Path to Financial Success

1. Building Trust Together

We meet to determine if we’re a good fit, ensuring we can build a relationship based on trust and open communication. This initial connection is key to a successful partnership.

2. Identify current situation

Together, we’ll explore your current financial situation, goals, and concerns. With this understanding, we begin crafting a strategic plan tailored to your unique needs.

3. Present the first draft of your plan

We present your personalized roadmap, covering recommendations, investment options, and exact costs. This transparent overview allows us to decide together if moving forward is the right choice.

Have A Question?

Have A Question?

Learn more about working with NW Strategic Private Wealth Management Group and discover how our tailored strategies can help you achieve your financial goals. Whether you're just starting your journey or looking to refine your existing strategy, we're here to listen, guide, and create a roadmap designed just for you.

Contact US

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Copyright © 2025 NW Strategic Private Wealth Management Group - All Rights Reserved.


 Mutual Funds, ETFs, Exempt Market Products and Liquid Alternatives are distributed and regulated through Global Maxfin Investments Inc. All other Products and Services are offered through , Kreesan Naidoo, Mathew White, Financial Horizons, Global Insurance Solutions Inc., People Corp, 1210614 B.C. Ltd; NW Strategic Private Wealth Management Group, and such services or products are not offered in the capacity as an employee or agent of Global Maxfin Investments Inc. and are not the responsibility of Global Maxfin Investments Inc. Approved Trade name: NW Strategic Private Wealth Management Group. 


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