About

www.upfinancial.ca Up Financial is a registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning. We have significant experience advising senior executives, company founders, entrepreneurs, and multi-generational families about the multiple facets of their financial lives. We built this firm to provide clients with independent, customized advice without the conflicts associated with larger brokerage firms and banks. We use customized asset allocations and proactive tax management to achieve industry-leading results for each of our clients. As thought leaders in our industry we have been featured in a number of publications including the Globe and Mail.

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