SmartWealth Financial Incorporated is an insurance and investment advisory firm built on the idea of helping Canadians better understand financial services and the available solutions that secures their financial well-being both during their active working years as well as in retirement.
We focus on providing transparent financial advisory services that help our clients realign their expenditures toward the more important things in life in order to secure them and their loved ones against the financial impact of certain life events that may prematurely incapacitate their ability to make a living while at the same time helping them build wealth to achieve both their short term and long term financial goals.
Our Founding Associates
Our mission is to simplify the risk management and wealth accumulation aspect of personal finance through simple conversations to help more Canadians implement personal risk management measures against potential risks that may affect their financial security while at the same time helping them build wealth using tax-efficient wealth accumulation solutions.
If you’re interested in working with us as a client, have questions, or want to join our team as an advisor, please reach out to us by filling out the Callback form below.