Financial planning services

Full-service support for businesses, families & individuals.

Our people-first approach to financial planning means our services are interconnected, woven together in a meaningful way to meet each individual client’s needs. Our offerings are designed to give you full coverage when creating financial plans for yourself, your business or your family.

Business Planning

Comprehensive financial plans and advice for business owners and incorporated professionals.

Tax Planning

Tax-efficient strategies to grow your wealth and keep money in your pocket.

Investment Management

Accumulate wealth faster with a personalized investment strategy and ongoing portfolio management.

Risk Management

Protect your income, family or employees with insurance policies and risk mitigation strategies.

Estate Planning

Ensure your wealth lives on when you no longer need it through proactive estate planning strategies.

Philanthropy

Reap the full benefits of giving back with tax-efficient giving strategies that best serve you and your beneficiaries.

Insight Private Wealth

Is Insight Private Wealth for you?

We offer concierge services for high net worth clients who require a more complex set of services.

As a location agnostic firm, we offer planning services virtually across Canada.

Virtual Advisory Services

Learn about our virtual services

Toronto | Kelowna

SERVING CLIENTS ACROSS CANADA WITH ADVISORS IN THE GTA AND OKANAGAN
Take the first step today.