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Not all financial advice is the same.

A Financial Advisor and a Certified Financial Planner® (CFP®) are not synonymous. If you seek comprehensive financial analysis and advice to achieve success for you and your family, working with a CFP® is the ideal choice.

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Unlock Financial Freedom in 3 simple steps

maximize your income and unlock piece of mind in easy steps

01

Request a Free
Financial Checkup

02

get advice from certified professionals

03

unlock financial freedom !

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Unlock Financial Freedom in 3 simple steps

Unlike the big banks, we take an all-encompassing approach to ensuring you receive practical advice

We pride ourselves on providing insightful and results-driven financial management to Canadians looking to build their wealth. Unlike the big banks, we take an all-encompassing approach to ensuring you receive practical advice when it comes to managing your finances and setting future life goals.

Our Elite Private Wealth professionals combine a mix of investment, tax and insurance strategies, with a wide range of investment options to provides our clients with a comprehensive and sophisticated financial portfolio.

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How are We different?

maximize your income and unlock piece of mind in easy steps

Fee Based Asset Management

Benefit from increased transparency and lower investment fees by negotiating the fees you pay for advice

Portfolio Analysis

After careful analysis of your goals we build portfolio aimed at reducing risk and improving performance 

Working with a CFP®

The Certified Financial Planner® (CFP®) designation has been recognized as the standard for financial planning.

Our Services

By offering a wide breath of services we ensure that all parts of your financial plan work towards a common goal.

Financial Planning

We deal with all parts of the financial planning process. This ensures that everything is moving towards one common goal

Retirement Planning

We look at several scenarios that are feasible given your goals, objectives, risk tolerance and savings capabilities.

Portfolio Analysis

Having the correct asset allocation is paramount to meeting your financial goals, yet many advisors don’t adjust their client’s portfolio. We do.

Insurance Analysis

Insurance is about managing risk, the financial risk that death, illness or disability would have on the insured as well as on his/ her dependents. Insurance helps to remove the risk by compensating you when misfortune occurs.

Estate Planning

By offering a wide breath of services we ensure that all parts of your financial plan work towards a common goal.

Tax Planning

By offering a wide breath of services we ensure that all parts of your financial plan work towards a common goal.

Trusted by hundred of families

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