Polaris Wealth was started as an alternative to large wealth management firms that charge high fees for the same services we provide. Instead of high-cost active management, we use low-cost exchange-traded funds (ETFs) and ETF-like mutual funds to capture market returns. With Polaris you choose only the services you need. This approach creates greater wealth for you.
Polaris Wealth uses technology to serve you better. You can work with us exclusively through our online portal as you would a robo-advisor, or depending on the size of your portfolio, you may choose to have a dedicated portfolio manager work with you one-on-one. You choose the services that are right for you.
Founded in 2008, Polaris Wealth is the wealth management division of Polaris Financial Inc. Polaris is registered as a Portfolio Manager whose principal regulator is the Ontario Securities Commission.
We are also registered with the Financial Services Regulatory Authority of Ontario (FSRA) as a provider of life and disability insurance products.
Polaris Wealth is among a small number of financial advisors who act as fiduciaries in all our client relationships. We always do what is right for you.
Prefer to work with us via our online portal? Click below to register and create the perfect investment strategy for your goals.
Prefer to work one-on-one with a dedicated portfolio manager (minimum asset levels apply), or have questions before you start?