Providing sophisticated investment advice and comprehensive financial planning to Canadians.
What makes us Different?
Standard Of Care
Transparent Wealth Management and Financial Planning. Our client’s best interests always come first.
Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning. We have significant experience advising senior executives, company founders, entrepreneurs, and multi-generational families about the multiple facets of their financial lives.
Don't Settle For Less.
We built this firm to provide clients with independent, customized advice without the conflicts associated with larger brokerage firms and banks. We use best-in-class investment options, customized asset allocations, and proactive tax management to achieve results for each of our clients and have been featured in a number of publications including the Globe and Mail.
What Our Clients Say.
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Wealth management is more than just managing your investments. Learn more about how we can help you.