EXCELLENCE AWARDEE: The PPI Award for Holistic Advisory Team of the Year

Britton Wealth Management and Planning Consultants Inc.

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James Britton

Financial and Estate Planner

James Britton has been in the industry for over four decades. In 2015, he recognized a need for comprehensive planning, not simply the “buy and hold and forget” approach, and rebuilt a client-focused practice. James’ attention to detail with a goal of minimizing risk and truly delivering value for clients isalso apparent in his philanthropic life. He is involved in a charitable initiative the team created, Warm up Saskatchewan, delivering warm winter clothes to those inneed. He also volunteers to help people with addiction and alcohol issues. Through these efforts – including prison outreach programs – the team has witnessed remarkable success stories that are truly inspiring. James has rescued girls 12 to 16 years old in Kenya from forced marriages by joining with a friend that witnessed this on the front lines. He sponsors a pastor and the 18 children he has taken off the streets of Kenya.

James Britton

Financial and Estate Planner

Thank you for stopping by. Please take the time to check out our firm to see why we have been selected for these prestigious awards every year since 2015 and why our clients and their families chose our firm. We're a team of professionals dedicated to helping our clients achieve their goals and dreams. No goal is too big or too small. Our mission is simple: create a positive financial future for every client. Britton Wealth Management adheres to the 7 Areas of a Comprehensive Financial Plan. We work with retirement and pension clients and the legal and medical profession. We understand that financial planning in these uncertain times can be daunting. Our role is to help you identify potential risks and implement strategies designed to reduce and, where possible, eliminate those risks. We’ve helped clients of all backgrounds successfully retire with their financial hopes and dreams not only met but often exceeded. We want to help make your dreams a reality for you and your family, too. Our philosophy is reflected in our Linkedln profile tagline: “Retiring on time, and on your terms.” Our investment process incorporates principles such as avoiding the impact of the market’s worst-performing days, a concept championed by investors such as Warren Buffet and Bissett Financial. Another respected investor, Sir John Templeton, famously said, “This time is different” is a dangerous phrase in investing. Our clients successfully avoided the severe market correction of 2008, and we continue to take a disciplined approach to managing risk. Why? Because history often repeats itself. We abide by Buffet’s and Templeton’s principles so that our team can deliver on our promise of helping clients achieve their goals and dreams.

Michelle David

Head of Administration

Michelle David has been working with James Britton for almost 20 years and has been an integral part of the team’s success. She has been deeply involved in many of the charitable initiatives that are central to the team’s values. From her work with the less fortunate to her commitment to high-net-worth clients, Michelle exemplifies a tremendous passion for making a difference in people’s lives. Through her dedication, professionalism, and commitment to service, Michelle helps ensure that every client receives the utmost care and support.

Michelle David

Head of Administration

Edward Evans brings over 40 years of entrepreneurial and financial expertise to his role. Starting in accounting and business positions within Canadian public company head offices, he later focused on private banking units. Since 2019, Edward has been a vital part of The Wealth Council Financial. His unique role involves positioning clients’ personal credit opportunities within Canadian private banking and retail/commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process, delivering mutual value for all parties involved. With his extensive knowledge and unwavering commitment, Edward contributes significantly to The Wealth Council Financials’ success.

Edward Evans

Private Wealth Credit Consultant

.he compassion, commitment, and attention to detail in his charitable work is reflected in James’ attention to clients’ portfolios and their estate planning.