Your financial life, your customized solution

At Premium Investment Service we will provide you with peace of mind through Wealth Management advice and services that meet the unique needs and objectives of your financial life.

What Can Premium Investment Service Provide?

  • Business Succession Planning utilizing a multidisciplinary advising solution.

  • Custom tailored portfolios professionally managed to individual mandates

  • Education programs for the next generation

  • Education and guidance on financial matters

  • Business succession planning

  • Easy to read consolidated reporting

  • Regular meetings at a frequency determined by the client at a convenient location

  • Access to a wide network of professionals such as lawyers and accountants

  • Detailed performance reporting

  • Facilitate the consolidation of investments and assets

Common Concerns (Prior to Working with Premium Investment)

  • Unhappy with time required to manage finances

  • Concerned about risk of financial loss

  • Worried about ability of heirs to manage wealth


An individual who previously relied on his/her partner for financial guidance and has recently gone through a significant transition and as a result is now faced with the burden of managing his/her financial portfolio going forward.