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.
Our Trusted Partners
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 !
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.
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.