CEO Keeley Simpson joins Greg and Will to discuss the evolution of Aretec Wealth and the future of women in wealth.

In this episode, we explore the Greek origins of the name, “Aretec” and how it ties into both our brand philosophy – Realize Your Wealth™ – and our strong Canadian roots.

In Episode Three, Greg and I cover the pitfalls of cost-cutting in wealth management and the value you get from a great portfolio manager.

We also discuss the benefits of active portfolio management and strategic wealth planning.

Plus, much more.

Greg and I dive deep into what to expect in 2025 in this episode of The Realize Your Wealth Podcast.

While you can expect the unexpected in the markets, our approach is to be prepared — always.

We protect your investments in the bad times and are opportunistic in the good times.

We want you to Realize Your Wealth™.

Introducing the Realize Your Wealth Podcast, by Aretec Wealth. We want you to be wealthy. We want you to feel wealthy. We want you to Realize Your Wealth.™

In this first episode, Will Simpson and Greg Wise talk about why they made the transition to the independent side of wealth management.

In a nutshell: this is the future of wealth management in Canada.