UPFINANCIAL_TEAM-0317.jpg

We’re Different

Gone are the days of proprietary products and biased advice. You deserve better!

Learn More

 
 
UPFINANCIAL_TEAM-0234.jpg

Don’t settle for less

Comprehensive Financial Planning.

Finally, planning the way it should be!

Learn More

 
 

Technology + Advice

In 2018 we launched our new partnership with Wealthsimple to offer the most robust online client experience available in Canada. Our online experience now allows Canadians to access their investments just like their online banking. Safe, secure and simple; the way it should be.

Wealthsimple Logo.png
 
 

4,000

clients helped

Our previous partnership with London Life put us in front of over 4,000 clients over the past 6 years. It’s been an incredible journey so far and we can’t wait for the future!

 

18,000

Funds available

Did you know that there are over 18,000 fund variations available to Canadians but because most Canadians work with proprietary advisors their access to quality funds is vastly diminished?

 
 

50+

Liquidity events managed

Business sales, package negotiations, professional contracts, lottery winnings, inheritances and retirements. What do you do when you come into large sums of money in short period of time?

 

Our Services

Your comprehensive financial planning is completed by Certified Financial Planners® with a Fiduciary Standard of Care. This means your interests are always put first and you have access to the highest quality of advice available in Canada.


 

Investment Portfolio Management

Our fund-of-fund style investment management is time-tested and proven. Old-school proprietary products are the dinosaurs of the past. Why settle for less?
 

Estate Planning

Wills, Personal Directives & Power of Attorney Documents are just the start. Let’s get your affairs in order to streamline your estate, ensure your wishes are fulfilled and most importantly maintain family harmony.

Tax Planning

Forward looking tax planning means not just looking at tax savings year to year, but utilizing all available strategies to ensure compliance and savings.
 

Insurance PlanninG

Risk management is essential to a complete financial plan. Choosing the right coverage takes a proper analysis and an understanding of what makes sense. In combination with group benefits find out what you actually need.

 

Compare financial advisors?

Would you like to know how your investments are doing in comparison to the average Canadian? Let us know and we can run an assessment of your current investments and compare them against all the options available to you.


 

Book a Meeting

Call, text, email or use our online booking tool to speak to someone about how we can enhance your financial well-being.

Compare our returns to yours

Send us your investment statement and we’ll compare our track record to your current holdings. Why settle for less?

Have a question?

Feel free to reach out and we can answer any questions you may have. We pride ourselves on being open and available.

 

October 2017

Impressive, smart and sincere is how I describe Up Financial.   They listen carefully to gain understanding of my financial situation and my goals. They answer all my questions with patience and thoroughness.  The result?  I trust their judgement and advice.  I am enjoying the confidence that my financial investments are in good hands.

Elaine - Up Financial Client