Tactical Wealth Advisory is a wealth management and financial advisory practice based in Midland, Ontario. The firm works with clients including business and farm owners and retirees, helping them navigate financial decisions and transitions with a clear plan. Its services include wealth management, tax planning, investment planning and retirement planning.

The firm describes its approach as similar to a multi-family office, coordinating internal and external professionals to support clients’ goals. Its process emphasizes a disciplined investment approach, due diligence and ongoing communication. Clients can arrange a no-obligation introductory call or virtual meeting to learn about the practice and its services. Tactical Wealth Advisory is led by Stephen Duquette, a portfolio manager and tactical wealth advisor. The firm also shares information through blog posts, videos and newsletters.

Tactical Wealth Advisory is located at 544 Hugel Avenue in Midland. Its financial advisors do not provide specific tax or legal advice, and clients are encouraged to consult their own qualified advisors about individual circumstances.