Paul Burke Peak Investment Services
Investment Services
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Weston Management Resources is a boutique wealth management firm located in the Masonville neighbourhood of London, Ontario. The firm provides customized financial solutions to a select group of individuals, including professionals, business owners, and retirees. It describes itself as a resource for both high-net-worth individuals and those working toward their personal financial goals. The firm offers several specific wealth strategies designed to help clients achieve financial independence. These include the Safe Money Account, which is a dividend-paying life insurance policy intended to grow and protect wealth without stock market risk. Other offerings include the Immediate Financing Arrangement, a strategy for affluent individuals and corporations to obtain insurance coverage while preserving capital for other investments, and the Insured Retirement Plan, which integrates life insurance with savings to provide tax-free income. The firm also provides Safe Money for Kids to help with generational wealth and legacy planning. Founded by Darren Weston, who serves as the Chief Executive Officer, the firm is guided by his experience as a trusted advisor for affluent families and closely held entities for nearly two decades. Weston distinguishes his approach by challenging conventional financial wisdom, asserting that traditional planning is ineffective. He advocates for using the specific concepts and strategies employed by the ultra-wealthy to achieve success. The firm also hosts webinars and events to share insights on topics such as passive income and financial independence.