Grounded in fundamentals. Focused on your goals. Built for the long term.
Disciplined advice for investors who think in decades, not headlines.
our PHILOSOPHY
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.
planning for your future
The Retirement Blueprint Series
Build income that lasts. Protect what you create. Leave a legacy that endures.
Retirement should feel secure. After decades of disciplined saving and strategic planning, you deserve clarity about what comes next. The Retirement Blueprint is a two-part series designed for Canadians who've built substantial wealth and want to preserve it across generations. Both guides reflect the fundamentals-driven investment philosophy that has guided my work for over 25 years as a dual-licensed advisor.
Part 1: Building Income That Lasts a Lifetime
In this booklet, we show you how to turn savings into reliable, tax-efficient income without outliving your assets.
Part 2:
Protecting What You’ve Built
This companion booklet addresses insurance strategies, tax optimization, estate structure and legacy planning.
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.
Retirement Planning
Disciplined portfolios focused on valuation, quality, and long-term growth.
Financial Planning
Comprehensive plans that connect cash flow, goals, and risk management.
Estate and Legacy Planning
Tax-efficient strategies to protect and transfer wealth across generations.
Insurance Strategy
Tailored protection to safeguard income, assets, and family security.
Tax Strategy and Optimization
Integrated planning to reduce tax drag and enhance after-tax returns.
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.
OUR LEARNING CENTRE
WEALTH SENSE BLOG
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