Pliris Wealth Information

A thriving life, often described as the “good life” or the “rich life”, is one where your financial wealth supports your happiness and meaning, and ultimately, your well-being. At Pliris Wealth, we strive to perform two mandates. Our first mandate is to relentlessly and prudently grow our clients’ Financial Capital. Our investment approach is purposefully designed using systematic quantitative algorithms based on best available research and market data to create long-term outperformance against relative benchmarks. Our second mandate is to teach our clients how to “invest” in and grow their Personal Capital. At Pliris Wealth, we define Personal Capital as a composite of your Psychological Capital, Social Capital, Physical Capital, and Spiritual Capital. Our Personal Capital program, developed by world-renowned psychologist, Dr. Lea Waters, AM, provides our clients with evidence-based and research-informed practices that are proven to increase well-being, which helps people buffer challenges, enjoy successes, and live a fuller life. We are also proud to operate Pliris Advisory. Collectively, our principals bring decades of experience in business ownership, as well as mergers, acquisitions, divestitures, and management consulting. Our specific experience ranges from multi-billion dollar transaction and consulting experience with companies including several in the Global 2000 to a demonstrated track record scaling, optimizing, and transacting privately owned and operated small and medium-sized businesses across North America.