Discover Financial Freedom with Pensionize Me Wealth
Empowering Your Financial Future
Unlock the potential of your wealth with our expert guidance and strategic planning, designed to maximize your income and minimize your tax burden.
Tailored Wealth Strategies
Our personalized approach ensures that your financial plan aligns with your unique goals and lifestyle.
Secure Asset Management
Trust in our commitment to safeguarding your investments with the highest standards of security and transparency.
Our Story
Pensionize Me Wealth stands as an independent wealth management firm, proudly supported by the expertise of Designed Wealth and Aviso Wealth Inc. Our mission is to provide clients with unparalleled financial strategies that prioritize their unique needs and aspirations. With a focus on transparency and integrity, we are dedicated to helping you achieve your financial goals while ensuring the safe custody of your assets.
Meet Our Expert Team
Our team is led by seasoned professionals who are dedicated to providing exceptional wealth management services.
Ray Dragunas
Chief Wealth Strategist
Alexandra Bennett
Senior Financial Advisor
Michael Chen
Investment Analyst
Our Commitment to Security
At Pensionize Me Wealth, we prioritize the safety and security of our clients’ assets above all else. Our robust systems and processes ensure that your investments are protected with the highest standards of security. We are committed to maintaining transparency and trust, providing you with peace of mind as you plan for your financial future.
We understand the importance of safeguarding your wealth, and we take this responsibility seriously. Our partnership with Designed Wealth and Aviso Wealth Inc. reinforces our dedication to secure asset management, offering you a reliable and independent wealth management experience. Trust Pensionize Me Wealth to keep your financial assets safe and secure.
Our Achievements
2023
Excellence in Wealth Management
Recognized for outstanding service and innovative financial solutions, Pensionize Me Wealth was awarded the Excellence in Wealth Management Award in 2023, highlighting our commitment to client satisfaction and industry leadership.
2022
Top Financial Advisor Award
In 2022, we were honored with the Top Financial Advisor Award, acknowledging our expertise in providing tailored financial advice and our dedication to helping clients achieve their financial goals.
2021
Best Customer Service Award
Pensionize Me Wealth received the Best Customer Service Award in 2021, a testament to our unwavering focus on delivering exceptional client experiences and personalized financial guidance.
What Our Clients Say
“Pensionize Me Wealth has transformed my financial outlook. Their expert advice and personalized service have been instrumental in securing my financial future. I highly recommend their services to anyone looking for a trusted wealth manager.”
John Smith
Retired Engineer
“The team at Pensionize Me Wealth is exceptional. Their commitment to client security and transparent communication has made a significant difference in my investment strategy. I am grateful for their expertise and support.”
Emily Johnson
Small Business Owner
“Thanks to Pensionize Me Wealth, I feel confident about my retirement plans. Their professional approach and dedication to client satisfaction are unmatched. I am thrilled with the results they have helped me achieve.”
Michael Lee
Teacher
Connect with Our Wealth Experts
Ready to take control of your financial future? Reach out to us today to learn more about how Pensionize Me Wealth can help you achieve higher income and lower taxes. Our team is here to provide personalized advice and answer any questions you may have. Schedule a consultation with us and start your journey towards financial independence.