# McBride Wealth Management

- **Website:** <https://mcbridewealthmanagement.ca>
- **Primary alias:** `mcbridewealthmanagement.ca`

## Description

McBride Wealth provides disciplined wealth management and financial planning for affluent Canadians, including professionals, business owners, executives, and families. Led by Steve McBride, who has more than 25 years of wealth management experience, the practice takes a fundamentals-first approach focused on diversification, patience, and long-term goals rather than market headlines. Its services include investment and managed portfolio management, comprehensive financial planning, retirement planning, estate and legacy planning, insurance strategies, and tax strategy and optimization. The practice aims to connect investment decisions with clients’ broader financial priorities, including cash flow, risk management, retirement income, and transferring wealth across generations. McBride Wealth also offers complimentary, no-obligation second-opinion reviews for investors seeking greater clarity about their financial plans. Educational resources include the Retirement Blueprint guides on creating lasting income and protecting wealth, as well as the Wealth Sense blog and a monthly newsletter. The practice is part of Ventum Financial Corp., a Canadian-owned independent private client and capital markets firm, and provides access to mortgage support through Homewise.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/mcbridewealthmanagement)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idl9SczZjN/w/820/h/126/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792612474467)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idl9SczZjN/w/2048/h/2047/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792612475071)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Roti | #b9b241 | accent |
| Cod Gray | #111111 | dark |
| Iron | #e6e7e8 | light |

## Fonts

- Extatica-Medium — asset _(custom)_
- Extatica-Medium — asset _(custom)_

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_Source: <https://brandfetch.com/mcbridewealthmanagement.ca>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._