Polaris was founded in 2008 as an independent full-service wealth management company for high net worth clients. Traditionally, under our full-service model, we work face-to-face with our clients providing one-on-one personalized service. Today, Polaris Wealth also offers online wealth management services for clients who prefer to interact with us via our online portal at a lower fee. Polaris Financial Inc. is registered as a Portfolio Manager whose principal regulator is the Ontario Securities Commission. You can check our registration here.
We are also registered with the Financial Services Regulatory Authority of Ontario (FSRA) as a provider of life and disability products for clients.