About Us
“It’s not just what we do that’s important – it’s how and why we do it that differentiates us from the rest”
– Up Financial Team
Our Story
Our firm was founded by experienced ex-major financial institution advisors on the belief that advice should be objective, transparent, and customized. With an in depth understanding of the unique challenges and opportunities clients face, we work with you to develop effective, tailored strategies designed to help you pursue your short and long term goals.
We’re structured to provide fee-based and fee-for-service advice, ensuring that there is no bias to our recommendations.
Our wealth advisors are some of the most educated financial advisors in Canada. They provide a diverse educational background to ensure that you are provided with the most up to date and accurate advice for even the most complicated financial situations.
Our Team
Education Affiliations
Are You Interested
In Becoming A Client
Wealth management is more than just managing your investments. Learn more about how we can help you.