Company overview
The Wealth Core Inc is a leading independent Canadian investment firm. We invest predominantly in the life sciences, real estate,
seniors living, financial, logistics, industrial, forestry and energy sectors. We are a team of skilled traders, money analysts, Realtors and
risk managers, who have been practicing in these fields for several years. We help create awareness to new investors about the risks and benefits
related to trading.
Our goal is to provide all users no matter age, location, technical know-how or expertise a chance to profit from life sciences, real estate,
seniors living, financial, logistics, industrial, forestry and energy sectors.
We provide a wide range of investment services to a substantial and diversified client base that includes corporations,
financial institutions, governments and high-net-worth individuals. We seek to deliver to our clients leading market insight, risk management
and execution, helping them to raise money, invest, and transfer risk across financial asset classes. We are a full-service brokerage with a company
culture that promotes integrity, trust and stability.
When you work with one of our agents, you can expect high-quality service throughout your real
estate journey. We value relationships over transactions and our agents will be with you every step of the way. Wealth Core continually builds on our
commitment of service to our clients through education and knowledge in the real estate industry. Real estate designations insure you're working
with the best: Graduate of the Real Estate Institute, Seniors Real Estate Specialist, California Association of REALTOR®️s, and National Associatio
n of Residential Property Management officers.
Wealth Core Inc continues to grow every day thanks to the confidence our clients have in us. We cover many industries such as finance, insurance, trading, mining services, travel and tourism
Our mission
Our mission is to help individuals and corporations to determine and achieve their financial and fund raising goals through a comprehensive financial management process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity.
Our Values
- We pledge to place our clients’ interests above all else.
- We seek to instill peace of mind in our clients through the Real Estate management process and by providing advice that is second to none in our industry.
- We strive to communicate frequently and proactively in a manner that allows clients to understand their situation, our advice, and the reasons behind our advice.
- We seek to make our community a better place to live by maintaining the highest ethical and moral standards in conducting our business, and by being active, individually and as a company, in community activities.
- We strive to improve our profession through our conscientious and quality business practices, involvement in our professional societies and meetings, and matchless reputation for quality of work and professionalism among our peers.
- We strive to help our employees reach their professional and personal goals through a harmonious and productive workplace that leverages technology, professional and interpersonal skills.
- We seek to treat all of our clients and employees with integrity, respect and concern for their personal and professional lives, so that they are proud to be associated with Wealth Core Inc.
CHIEF FINANCIAL OFFICER / Wealth Core Inc, IAN HILL
Ian Hill is the Chief Financial Officer at Wealth Core Inc. He has a range of experience in real estate development, investment management, private office and tax compliance. He has served as corporate controller and performed tax consulting and management for a number of companies including start-ups, telecommunications, oil and gas exploration and entertainment networks.
Ian received his Bachelor of Commerce from the University of Alberta and has his CPA, CA designation.
Our Vision Statement
Our vision is to enrich the lives of our clients and to have a positive impact on our community, profession, and workplace. By achieving this vision, we strive to become the best financial solutions firm – worldwide.
Client Focus
At Wealth Core Inc, we strive to build lasting relationships with our clients by conducting ourselves with integrity and confidentiality. The customer has always been at the center of Lowry’s universe and we place their interests before our own. We work closely with our clients to equip them with the sound capability to address large and fast-growing market opportunities.
Execution Orientation
Wealth Core Inc is committed to delivering high quality results through our experienced team of professionals driven by ideas. Our people are our biggest assets and we work to excel and exceed the expectations of our clients every time.
Culture
At Wealth Core Inc,we have nurtured a “One-Team” approach. We offer a culture that is innovative, enabling and thoughtful. Our result oriented and merit based approach encourages our employees to achieve greater heights and gives them enough space to experiment.
Financial Regulations
Registered under Canada Business Corporations Act - 2013-08-08 (BN): 844799239RC0001 and Corporation Number: 860259-0 in accordance with the Markets and Financial Instruments Directive.