Create Your Best Life — One Plan at a Time
We walk side-by-side with Canadians to build financial plans that bring their goals to life — supported by the right investment and insurance tools to make it all work.
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Your Plan Comes First. Everything Else Supports It.
At DesignWealth, financial planning is the foundation. Investments and insurance are the tools that bring your plan to life — coordinated by your Wealth Mentor so every piece works together.
Financial Planning
Everything starts here. We get to know your life, your goals, and your numbers — then build a personalized roadmap that evolves with you. Your Wealth Mentor walks alongside you with ongoing coaching, accountability, and proactive adjustments.
- Cash flow mastery (Master Your Cash program)
- Tax planning, return reviews & optimization
- Retirement readiness & estate planning
- Debt strategies & savings automation
- Behavioral finance coaching & accountability
- Regular check-ins & proactive plan updates
Investment Guidance
Once your plan is in place, we help you put it into action with investment strategies aligned to your goals — not chasing returns.
- RRSP, TFSA & RESP strategies
- Portfolio reviews & KYC updates
- No investment minimums
- Goal-aligned allocation
Insurance Solutions
Protecting what you've built is part of the plan. We review your coverage regularly and recommend solutions that safeguard your family and legacy.
- Life & disability reviews
- Critical illness coverage
- Beneficiary & estate integration
- Coverage by life stage
Wealth Mentorship for Every Life Stage
Wherever you are on your journey, we bring together planning, investments, and insurance to help you reach your goals. Find the path that fits where you are right now.
Turn High Income Into Lasting Wealth
Earning $150K+ but still feeling financially stuck? You're not alone — 29% of high-income earners live paycheque to paycheque. Let's fix that.
- Cash flow & tax optimization strategies
- Investment portfolio guidance (RRSP/TFSA)
- Insurance reviews to protect what you're building
- Strategic debt elimination
Retire with Confidence, Not Guesswork
5–15 years from retirement and uncertain about your timeline? We'll give you concrete answers, not vague estimates.
- Retirement readiness assessments
- CPP/OAS timing & withdrawal strategies
- Investment reviews (KYC) & rebalancing
- Estate planning & insurance reviews
Build a Strong Financial Foundation
Overwhelmed by student debt, rent, and conflicting money advice? Start building wealth now — with a planning fee based on your actual income.
- Debt payoff roadmaps
- RRSP & TFSA investment guidance
- Insurance foundations (life & disability)
- Planning fee starts at 1.25% of income (combined path)
Your Path to Financial Clarity
A simple four-step process designed around your life goals — with planning, investments, and insurance working together.
What's Your Why?
We start with your life goals — not a portfolio. A complimentary one-hour discovery call to understand what matters most.
Get Organized
A financial deep-dive into your cash flow, assets, debts, and opportunities. We find the gaps and the hidden potential.
Explore Possibilities
Together, we build your custom plan — visualizing scenarios, optimizing taxes, and mapping your path forward.
Implement & Grow
Put the plan into action — from investment portfolios to insurance coverage. Ongoing support, regular check-ins, and proactive adjustments as your life evolves.
Real Results, Real People
"Within our first year, they identified over $12,000 in tax savings we had been leaving on the table. The fee paid for itself five times over."
"We discovered we could retire 3 years earlier than we thought. Having a concrete plan instead of guesswork changed everything for us."
"I never thought I could afford a financial advisor at 27. DesignWealth met me where I was and helped me build a plan to tackle my student debt."
Your Financial Health Checklist
Not ready to book a call? Start with our complimentary self-assessment guide to identify where your finances stand — and where the opportunities are hiding.
- Identify hidden cash flow leaks
- Evaluate your tax optimization gaps
- Score your retirement readiness
- Get actionable next steps
Your Financial Clarity Is One Call Away
No obligation. No pressure. Just a one-hour conversation about your goals and how we might help you reach them faster.
Accepting new clients — limited consultation slots available this quarter