Where client experience and performance come first.
Hillside Wealth Management is a boutique wealth management company which caters to the retirement planning and portfolio management needs of high net worth individuals and their families. While our clients have diverse backgrounds, our niche markets are incorporated professionals and small business owners.Learn More
Our clients are always in a position to outperform with a downside protection plan in place to reflect today's unique investment environment.
"It is impossible to produce superior performance unless you do something different"
- Sir John Templeton
Retirement Planning and Portfolio Management Services for High Net Worth Individuals and their Families.
Estate Planning & Living Benefits
Business & Family Succession
Read what our clients say about our level of service.
Since bringing our investments to Jason in 2008, we have been impressed by his expertise and candor. He is always quick to respond to any questions, and has demonstrated the utmost integrity. We don’t feel treated as “clients”; we feel like family.
L.C. and K.M.
Michael & Jason exclusively manages my entire portfolio of Canadian assets. Their knowledge of the marketplace allow me to rest assured that they are on top of my portfolio allowing me to focus on my own business.
Justin, Real Estate Advisor
Jason & Michael amaze me with their knowledge & enthusiasm. Their passion for investments, economics and people make them a great fit for anyone seeking sound and unbiased financial guidance and management.
Jeremy, Design Engineer