Personal Wealth Management
Your Wealth Management Partner in Canada
Managing wealth is about creating a future aligned with your personal 'Why.' Welcome to a world where your financial security & peace of mind are our top priorities - where we take the time to understand YOUR why.
Comprehensive Wealth Management
- Expert Collaboration
- Tailored Solutions for Canadians
Insurance for What Life Throws at You
Our expertise in the complexities of comprehensive insurance coverage helps you focus on living - not on managing your insurance plans.
Permanent Life Insurance
A permanent solution offering a death benefit & a living benefit with tax-advantaged cash growth. Let Justin guide you in leveraging this for major life events, retirement income, estate planning, and charitable giving.
Term Life Insurance
Affordable, temporary coverage to provide peace of mind during life's critical phases. Justin helps you select the right term & transition to permanent coverage, ensuring continual protection.
Safeguard your income against unforeseen disabilities that could disrupt your lifestyle. Justin's expertise helps tailor a plan that ensures your financial stability, regardless of life’s uncertainties.
Critical Illness Insurance
Protection against the financial strain of major illnesses. Justin's guidance helps you secure coverage that complements your health plan, so you can focus on recovery, not finances.
Innovative Investment Options
We guide you towards tailored investment solutions, from corporate to personal plans, always aligned with your unique financial objectives.
Donor Advised Funds
Individual Pension Plans
Education & Retirement Planning
Entrust your family's educational & retirement aspirations to our skilled team. We're dedicated to crafting customized savings strategies for your financially secure, dream future.
- Registered Education Savings Plans (RESPs)
- Registered Disability Savings Plans (RDSPs)
- Registered Retirement Savings Plans (RRSPs)
- Tax Free Savings Accounts (TFSAs)
- First Home Savings Accounts (FHSAs)
Increase in liquid financial assets with tailored financial advice
Increase in pension wealth with tailored financial advice
Asset growth when using a financial advisor over 15 years
Our Unique Offerings
Well-rounded financial health involves every aspect of our lives, and that includes our beloved pets & our loved ones we leave behind.
We help you look out for everyone you love.
Shareholder Agreement Reviews
Talk with Justin
Let's chat about how I can help you boost your financial health & well-being.
Book a time with me below.
“Justin is the ideal business partner – highly responsive & attentive. All the services provided are extremely valuable for our small business. The polite & respectful communication is always a pleasure. We highly recommend Justin to anyone fine tuning their company and to receive more peace of mind back of house. Thank you!”
Justin helped me take care of my employees by providing an affordable benefits plan. My old benefits plan was so expensive it wasn’t something I could afford to do. He was very transparent, professional and timely. I highly recommend his services.”
Justin helped me get the right coverage in place, which brought me peace of mind. He explained everything clearly and made sure I got the best possible rate. I can’t recommend him highly enough!”
Justin takes time to listen to your needs and his values align with our own. Communication is prompt and he answers all our questions diligently. He helped us create a fantastic wellness plan for our employees, whilst protecting our bottom line.”
“Justin has gone above and beyond to provide a personalized, high quality of service that has really resonated with our organization. He provides an honest, hands-on approach to educating plan members on how to get the most out of their wellness plans. Justin is truly passionate about what he does, and I would strongly recommend his services.”
Charities Justin Supports
"I'm passionate about building a sustainable world for all living things, and I put my money toward it."
- Justin Manning