About Us

CastleBay Wealth Management is a Vancouver based portfolio manager registered in B.C., Alberta and Ontario. It was founded by Graeme Egan in 2015, after having spent 28 years in the fee-only wealth management and financial planning profession. CastleBay offers fee-only discretionary portfolio management and a range of financial planning services,all tailored to fit your needs. Our integrated,comprehensive and detailed process enables us to provide you with personalized guidance so that each decision works in harmony with your unique and specific goals.

To avoid conflict of interests, we are only compensated by you, our client, and all fees are disclosed, transparent and easy to understand. There are no sales of financial products and no commissions arising from any advice or recommendations we provide. We work directly for you all the time.

Investment Philosophy

CastleBay provides a core portfolio management service, inclusive of advice in planning areas such as estate, tax, retirement and risk management. We believe in the process of building a strong planning foundation for you, and to accomplish that, we spend a great amount of time from the start to fully understand your specific personal requirements and unique situation.

Combined with our in-depth meetings with you, we follow a comprehensive financial planning process to determine, among other things, your return objectives, risk profile, income needs, investment constraints and an optimal asset allocation. We select exchange traded funds (ETFs) that will achieve these objectives most efficiently, and then monitor and manage your portfolio carefully according to your personalized Investment Policy Statement. We follow a disciplined process to accurately rebalance your portfolio when asset allocations reach upper or lower limits of pre-selected target allocations, providing continual risk management. We meet with you to review your situation regularly, so that any important changes to your situation or objectives are incorporated into your portfolio.

Mission

Putting your interests first, always. Being pro-active with comprehensive and personalized advice.Ensuring an exemplary level of service. Attention to detail. These are the main cornerstones of CastleBay’s foundation, and our commitment to you and your family to bring you continual peace of mind.