About Us
We are a network of Certified Financial Planners and professionals, who share the Wealth Practitioners mission: To provide professional wealth counseling to Canadians with an independent, unbiased lens.
We are a network of Certified Financial Planners and professionals, who share the Wealth Practitioners mission: To provide professional wealth counseling to Canadians with an independent, unbiased lens.
I believe Canadians need more options in the Financial Services Industry, which is sales target driven. I envisioned an organization that is truly client focused – not shareholder focused.
Wealth Practitioners is a flat, lean organization, providing expert boutique advice. We offer lower fees at high value by eliminating the middle layers of management often prevalent in large public practices. This translates to tangible savings realized by clients.
