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Wealth Management
Building your strategy
Holistic Wealth Management

Benefits:







Our Process
How It Works

Establishing and defining the client – planner relationship

Gathering client data including goals and aspirations

Analyzing and evaluating the client’s current financial status

Developing and presenting recommendations and/or alternatives

Implementing the recommendations

Monitoring the implementation aspect and ongoing management

Victor Godinho
managing partner &
wealth advisor
Advice From Victor
“Kismet Wealth Group was formed with the vision to help High Net-Worth and Ultra High Net-Worth individuals and families to “enterprise your wealth” through our tailored integrated strategic advisory and implementation model.”
KISMET WEALTH GROUP CORP.
Wealth Management Team

Victor Godinho
A serial entrepreneur and the go-to financial advisor for holistic wealth management and strategic financial planning.

Sharon Mathew
As someone with a keen interest in the field of finance, coupled with my desire to help people, I decided to get into Financial Planning where I get to experience the best of both worlds by helping deliver a person’s financial dreams. I am also a tech geek and in a world which revolves around Big Data, I was able…

Glenn Ting
With a decade of experience working at a prestigious law firm based in downtown Toronto, I excelled at providing efficient and excellent client service. Working closely with colleagues, lawyers, and clients I helped supporting the day to day billing operations in my role as a billing coordinator. I always enjoyed working in a fast-paced environment, I was able to gain…