Up Financial’s Mission is to provide clients with unrivaled financial guidance; never wavering from our stand to create positive change.
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.
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!
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?
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?
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.
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?
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.
Forward looking tax planning means not just looking at tax savings year to year, but utilizing all available strategies to ensure compliance and savings.
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.
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.
Call, text, email or use our online booking tool to speak to someone about how we can enhance your financial well-being.
Send us your investment statement and we’ll compare our track record to your current holdings. Why settle for less?
Feel free to reach out and we can answer any questions you may have. We pride ourselves on being open and available.