Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and successful families across Canada.

Our firm was founded by experienced ex-major financial institution advisors on the belief that advice should be objective, transparent, and customized. We are a team of Certified Financial Planners® who strive to provide unparalleled service, care and professionalism to our clients and their families. With an in depth understanding of the unique challenges and opportunities clients face, we work with you to develop effective, tailored strategies designed to help you pursue your short and long term goals.

Investment management is provided by Up Investment Management of Aligned Capital Partners.

Today, Up Financial is 100% employee owned and upholds a fiduciary standard of care, ensuring that our client’s best interest are always put first.

We are committed to excellence and are grateful for the opportunity to help our clients and their families.

Up Financial

This department provides financial planning and investment services to high-net-worth individuals and families.

Wealth Management

This department manages the processes and activities involved in the investment lifecycle, ensuring efficiency and accuracy in operations.

Up Financial

Org chart

Teams

Wealth Management

Investment Operations

Offices

Up Financial

Org chart

Teams

Wealth Management

Investment Operations

Offices

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