About Titan Wealth
As an independent company, we embody a philosophy of independent, unbiased advice that best suits your needs.
At Titan Wealth, we strive to give sound independent advice for all types of clientele. We continue to grow as a strong independent company staying true to our core values of hard work and making sure our clients are the main focus and priority.
Our business is you and your well-being. Your needs and those of your family, your business and your future are unlike anyone else’s. Our team of investment professionals work with you to deliver a comprehensive and tailor-made portfolio.
Our holistic approach creates unique strategies that pair your investing style and current market trends to meet your financial goals. From life, professional, disability and critical illness insurance to RRSPs, TFSAs and Corporate investment accounts, we establish plans that aim to minimize risk.
Our relationship with Doheny Securities Limited gives us access to a vast variety of investment companies and money products. Access to such a range of investment styles and mandates ensures that we are able to find the right money product for all of our client’s needs.
Our Process
Our team has been guiding clients for many years through all stages of life be it helping to grow their investment portfolios or helping with their insurance and estate planning needs.
This is done by using a step by step process with each and every client to figure out their unique financial needs and goals. This could include but not limited to:
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Designing and implementing a proper and well thought out investment portfolio
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Life and Disability insurance to protect ones family or income in a time of need
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Developing a financial roadmap for every stage of a client’s life. Whether it’s starting out with a new family, preparing for retirement or leaving a lasting legacy for the next generation.
We want to make sure all aspects of a client’s financial situation are taken care of.
Our team has been guiding clients for many years through all stages of life be it helping to grow their investment portfolios or helping with their insurance and estate planning needs.
Your Advisors
Andrew L. J. Johnson
B. Comm (Hons), Partner
Born and raised in Winnipeg, Andrew knew from an early age that he was destined for the financial services industry. After completing a Bachelor of Commerce Honours degree from the Asper School of Business, majoring in Finance and International Business, he started his career with Freedom 55 Financial, a division of London Life.
Joshua I. Greenfeld
Partner
Joshua earned his degree after graduating from the University of Western Ontario. After graduating, he was offered a marketing position at the brokerage firm BMO Nesbitt Burns. While helping clients navigate through the market turmoil of 2001 it was then that he realized he wanted to pursue a career as a financial advisor.
