Grounded in fundamentals. Focused on your goals. Built for the long term.

Disciplined advice for investors who think in decades, not headlines.

our vision

Guided by Fundamentals. Focused on You.

McBride Wealth helps affluent Canadians, professionals, and business owners build lasting wealth through disciplined portfolio management and holistic financial planning. His philosophy is simple: stay diversified, stay patient, and stay focused on what you can control.

What clients like you value most:

  • Clarity and Confidence: Clear jargon-free guidance that connects your investments to your goals.
  • Integrated Perspective: 
Coordinated investment, retirement, and estate planning built for long-term results.
  • Partnership for the Journey: A consistent advisor relationship that adapts as your needs and priorities evolve.

Second Opinions
Whether you work with us or not, we offer a complimentary, no-obligation review for investors seeking clarity and confidence.

OUR CORE SERVICES

HOW WE CAN HELP YOU

For professionals, business owners, executives and families, we offer personalized wealth management built on fundamentals, diversification, and disciplined management.

Investment Management
Disciplined portfolios focused on valuation, quality, and long-term growth.


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Retirement Planning
Disciplined portfolios focused on valuation, quality, and long-term growth.


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Financial Planning
Comprehensive plans that connect cash flow, goals, and risk management.


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Estate and Legacy Planning
Tax-efficient strategies to protect and transfer wealth across generations.


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Insurance Strategy
Tailored protection to safeguard income, assets, and family security.


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Tax Strategy and Optimization
Integrated planning to reduce tax drag and enhance after-tax returns.


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Meet Steve McBride

With over 25 years in wealth management, Steve helps high-net-worth individuals, business owners and professionals take a fundamentals-first approach to investing. His focus: steady, disciplined progress that connects financial decisions to life goals. Are you looking for a financial advice partner that can help you achieve your life goals? Steve McBride provides a holistic wealth management service to meet your needs today and in retirement.


Philosophy
I believe in providing a holistic wealth plan that provides a comprehensive solution to your life’s goals.


What I Do For You

Tired of limited investment choices? As part one of the largest independent brokerages in Canada, you have access to a broad range of investment choice.


Wealth Sense Blog

Chess board with gold lines symbolizing strategy
By Steve McBride October 28, 2025
For affluent Canadians, especially entrepreneurs, professionals, and families, the daily flood of market news and noise can feel overwhelming. Yet, over the course of complete news cycles or market cycles, disciplined, fundamental-driven investing tends to outperform reactionary decision-making.
September 23, 2025
Canada Wholesale Sales Growth Hits Six-Month High Canada’s wholesale sales climbed 1.2% month-on-month to C$86.0 billion in July 2025, the fastest gain since January, accelerating from an upwardly revised 1.0% increase in June but slightly below market expectations of 1.3%. Four of the seven subsectors posted gains, accounting for roughly three-quarters of total wholesale trade. The largest increases came from the motor vehicle and motor vehicle parts and accessories subsector (+5.1% to C$15.4 billion), driven by a 5.9% increase in motor vehicle sales, and the building materials and supplies subsector (+2.7% to C$12.1 billion), with all industry groups in the sector contributing, led by a 2.7% increase in lumber, millwork, hardware and other building supplies. These gains were partially offset by a decline in the miscellaneous subsector (-1.5% to C$10.7 billion). Regionally, wholesale sales rose in seven provinces, led by Ontario (+1.5% to C$44.7 billion) and Alberta (+2.6% to C$9.5 billion).  Source: Trading Economics
September 19, 2025
Canada’s wholesale sales hit a six-month high while China’s property downturn and weak retail data continue to weigh on growth. Policymakers face rising pressure to provide further stimulus as global economic headwinds intensify.
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