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Rounthwaite Wealth Management

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Helping You

manage the changing face of life

Working together to create

Financial freedom for you

Our Mission

your success is our only mission

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What a Financial Advisor can do for you?

 

 

 

Our Company


We are dedicated to providing investment management and strategic wealth planning to business owners, professionals, retirees and their families. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm with over 30 years experience, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results that are specifically tailored for you.

What Sets Us Apart


We use Proprietary Analysis which is an active multi-level analysis strategy with a risk management overlay. It is based on the fact that MONEY FLOW impacts SUPPLY & DEMAND which drives PRICE ACTION which determines RELATIVE STRENGTH. Using this analysis we are able to identify the strongest sectors of the market and the strongest investments in each of those sectors so that our clients are always invested in strength.

 

Risk, Properly Defined

 

 

Our Accreditations

 

              

Sterling Mutuals Inc.          Finanical Planners Standards Council (FPSC)         Advocis

Testimonials

Jim Anas

“I’ve known Dave for over twenty years. He is one of the best in the business.”

Jim Anas, Past President, Jumbo Entertainment Inc. 
Burlington

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Suite 400, 200 Queens Ave, London, ON N6A1J3

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The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either David & Will Rounthwaite and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Insurance products, and other related financial services are provided by David & Will Rounthwaite as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

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