Polaris Wealth is a wealth management firm that allows you to choose the services and pricing that are right for you. You can work with us exclusively through our on-line portal as you would any robo-advisor, or you may choose to have a dedicated personal advisor work with you one-on-one.
Polaris Wealth is the wealth management division of Polaris Financial Inc. and was founded in 2008. 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 insurance products for clients.
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.
