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Personal Wealth Management - Your Way

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.