Protect and Grow Your Wealth
Exceptional investment management and pro-active strategies for growth and downside protection
Our Team of Experts
Brianne Gardner, CIM, MBA
Financial Advisor & Senior Wealth Manager
John McLean, CIM, FCSI
Senior Portfolio Manager & Senior Financial Advisor
In The Spotlight
Articles & Resources
Insightful and helpful resources to keep you up-to-date and informed.
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An Extraordinary Partnership
Let's Bring Ours To Life
While there's no such thing as a typical client, there ARE certain sophisticated needs, challenges and financial considerations that are commonly faced by specific types of clients— executives, physicians and attorneys, athletes and entertainers, cross-border clients, business owners, retirees and high net worth families – each with their own unique financial considerations. At Velocity Investment Partners, we have extensive knowledge of the circumstances faced by these clients and are able to provide tailored advice and customized planning for each unique wealth situation.