Best Wealth Management Consulting Services in Canada

Canada Wealth Management Consultants

Canada's wealth management scene is evolving fast, fueled by growing private capital, aging baby boomers, and a new generation of investors seeking purpose-driven advice. As clients increasingly prioritize flexibility, transparency, and personalization, we're seeing a strong shift toward fractional, virtual, and independent wealth consultants who operate outside the traditional wirehouse model.

From succession planning for entrepreneurs to ethical investing for professionals, Canadian wealth advisors are tackling complexity with clarity. Many of these experts work as outsourced family CFOs, virtual planners, or fee-only fiduciaries helping Canadians make confident decisions across income levels and life stages.

This article curates standout Canadian wealth management providers who combine financial depth with real-life relevance. Whether you’re building wealth, protecting a legacy, or looking for aligned guidance, these firms deliver clarity without the corporate jargon.

Our Methodology

We selected these firms based on:

• Founder visibility: Each company is led by a founder or principal who is directly involved with clients and the public about their values.
• Client-centric services: Prioritized firms offering holistic or life-first planning, not just portfolio management.
• Canada-focused expertise: Every provider operates locally with deep familiarity in national tax, estate, and regulatory dynamics.
• Flexible engagements: We looked for part-time, virtual, or independent models accessible to busy professionals and families.

These spotlights are not rankings; they are a curated guide to help you find advisors whose style and approach align with your goals.

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Northland Wealth Management

🔗 Website: https://www.northlandwealth.com/

What they do:
Northland Wealth Management is an independent family office offering wealth planning, investment management, and legacy strategies for high-net-worth families.

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Who they serve:
Affluent families, entrepreneurs, and multi-generational households seeking bespoke wealth solutions.

How they work:
They deliver holistic strategies that integrate investments, estate planning, and philanthropy, using an open-architecture approach to source best-in-class opportunities.

💡 Why they stand out:

• Independent, family-owned structure
• Multi-family office model with global reach
• Deep experience across market cycles

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Arthur C. Salzer, Founder & CEO, Northland Wealth Management

🔗 LinkedIn: https://www.linkedin.com/in/arthursalzer/

Arthur C. Salzer is the founder and CEO of Northland Wealth Management, bringing over 30 years of experience in serving Canada’s wealthiest families. Known for his client-first philosophy, Arthur blends deep investment expertise with a focus on preserving and growing family wealth across generations. His leadership has positioned Northland as a trusted partner for families navigating complex financial landscapes.

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MDL Financial Group

🔗 Website: https://mdlfinancialgroup.ca/ 

What they do:
MDL Financial Group provides retirement and wealth planning, insurance, and investment advice with an educational, fee-transparent approach.

Who they serve:
Pre-retirees, professionals, and families planning long-term.

How they work:
They combine customized financial plans with ongoing coaching, focusing on goal-based outcomes and disciplined risk strategies.

💡 Why they stand out:

• Certified team with fiduciary standards
• Strong emphasis on financial education
• Transparent fee model and modern tech integration

Gabriel Lalonde, Founder, MDL Financial Group

🔗 LinkedIn: https://www.linkedin.com/in/gabriellalonde/

Gabriel Lalonde is a Certified Financial Planner and Chartered Life Underwriter with a passion for making financial literacy accessible. He founded MDL to help Canadians take control of their finances with clarity and confidence. Gabriel’s known for his approachable coaching style, values-driven planning, and his deep commitment to demystifying wealth.

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Trinity Wealth Partners

🔗 Website: https://www.trinitywealthpartners.ca/ 

What they do:
Trinity Wealth offers comprehensive wealth management, including investment strategy, retirement planning, and insurance solutions.

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Who they serve:
Mid-career professionals, retirees, and multi-generational families.

How they work:
Their process is holistic and values-based, combining relationship-driven service with detailed planning roadmaps.

💡 Why they stand out:

• Decades-long client relationships
• Focus on ethical investing and retirement income
• Strong reputation for intergenerational planning

Rick Irwin, Founder, Trinity Wealth Partners

🔗 LinkedIn: https://www.linkedin.com/in/rick-irwin-cfp-trinitywealthpartners/ 

Rick Irwin has been advising Canadian families for over 25 years. A Certified Financial Planner and Responsible Investment Specialist, Rick founded Trinity Wealth to align purpose with prosperity. He’s respected for his clear advice, trust-based relationships, and long view on financial wellbeing.

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Castlemark Wealth Management Inc.

🔗 Website: https://castlemarkwealth.com/ 

What they do:
Castlemark offers financial planning, investment management, and financial literacy support with a focus on empowering women and entrepreneurs.

Who they serve:
Women professionals, business owners, and multi-income households.

How they work:
They blend strategic financial design with accessible education, encouraging client ownership in every financial decision.

💡 Why they stand out:

• Woman-led practice prioritizing financial confidence
• Strong focus on independence and self-education
• Certified Financial Planner and media contributor

Robyn Thompson, Founder, Castlemark Wealth Management

🔗 LinkedIn: https://www.linkedin.com/in/robynthompsonmoney/

Robyn Thompson is a well-known CFP® and trusted voice in Canadian personal finance media. With years of experience on-air and in practice, Robyn brings clear, actionable financial advice to her clients. She’s passionate about demystifying money and helping clients, especially women, become confident decision-makers.

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Korenblum Wealth Inc.

🔗 Website: https://www.korenblumwealth.ca/ 

What they do:
Korenblum Wealth provides investment advisory, financial planning, and estate strategies with an independent, client-first philosophy.

Who they serve:
High-net-worth individuals, business owners, and families seeking multi-generational planning.

How they work:
They take a transparent, planning-led approach with fee-based advisory and a strong emphasis on stewardship.

💡 Why they stand out:

• Independent model without product sales
• Emphasis on financial education and legacy planning
• Tailored solutions for long-term family wealth

Henry Korenblum, Founder, Korenblum Wealth Inc.

🔗 LinkedIn: https://www.linkedin.com/in/henry-korenblum-3774379/ 

Henry Korenblum has been advising Canadians for over two decades, blending technical expertise with a passion for personalized service. With certifications in financial planning and years in advisory leadership, Henry founded Korenblum Wealth to serve clients with transparency and strategic depth. He’s known for building trust through education, empathy, and long-range vision.

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Frontwater Capital

🔗 Website: https://www.frontwater.ca/ 

What they do:
Frontwater Capital is a boutique investment counseling and portfolio management firm offering disciplined, analytical, and institutional-quality strategies to private clients.

Who they serve:
High-net-worth individuals, corporate executives, and institutional families looking for active wealth stewardship.

How they work:
They focus on fundamental research and risk-managed strategies, aiming to preserve capital while achieving long-term outperformance.

💡 Why they stand out:

• Institutional-style risk models tailored to individual portfolios
• Focused on downside protection and cash flow optimization
• Independent advisory rooted in rigorous financial modeling
  
  

Jeff Kaminker, Founder, Frontwater Capital

🔗 LinkedIn: https://www.linkedin.com/in/jeff-kaminker-8058105

Jeff Kaminker brings a rare mix of academic depth and practical insight, with a strong background in financial modeling and portfolio construction. Before launching Frontwater, he held senior roles in institutional asset management. Jeff is known for his hands-on analytical approach and for developing customized, math-driven solutions that demystify investing for clients.

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DesignWealth

🔗 Website: https://designwealth.ca/ 

What they do:
DesignWealth delivers bespoke wealth coaching and financial planning with a mission-driven focus on client empowerment and purpose-driven living.

Who they serve:
Impact-minded professionals, small business owners, and Canadians seeking a values-first financial life.

How they work:
They offer modular planning and financial mentorship, emphasizing cash flow, goals, and personal alignment over product sales.

💡 Why they stand out:

• Fee-for-service coaching, no commissions
• Strong focus on behavior change and client clarity
• Modern UX and flexible, remote-first delivery
  
  

Jared Webb, Founder, DesignWealth

🔗 LinkedIn: https://www.linkedin.com/in/jaredwebbwealthmentor/ 

Jared Webb is a CFP® and entrepreneur who positions himself as a financial mentor, not just a planner. After working with large firms, he launched DesignWealth to bring humanity back to financial guidance. Known for his relatable style and belief in "money on purpose," Jared helps Canadians align their resources with their values and life goals.

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Kind Wealth

🔗 Website: https://kindwealth.ca/ 

What they do:
Kind Wealth is a planning-first firm that delivers inclusive, ethical financial advice with no product bias or sales incentives.

Who they serve:
Young professionals, women, and marginalized communities seeking unbiased support and access.

How they work:
They operate as fee-only planners with a strong social mission, offering flexible services including hourly advice and workshops.

💡 Why they stand out:

• Socially conscious, inclusive planning ethos
• No sales commissions or AUM fees
• Educational programs for underserved communities
  
  

David O’Leary, Founder, Kind Wealth

🔗 LinkedIn: https://www.linkedin.com/in/davidpoleary/

David O’Leary is a CFA and MBA holder who brings deep financial expertise with a humanitarian core. A former head of Morningstar's Africa operations, he launched Kind Wealth to challenge industry norms. David’s known for his work in financial empowerment, ethical investing, and accessibility earning respect as both an expert and a changemaker.

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Weekes Wealth

🔗 Website: https://weekeswealth.com/ 

What they do:
Weekes Wealth is a boutique wealth firm helping Canadians build, grow, and preserve wealth through holistic and strategic financial planning.

Who they serve:
Families, professionals, and business owners looking for tax-efficient, tailored plans.

How they work:
They deliver integrated, multi-issue advice through in-depth discovery, planning, and monitoring phases.

💡 Why they stand out:

• Deep tax planning and insurance integration
• High personalization with strong client communication
• Led by a CFP® with strong industry recognition
  
  

Ralph Weekes, Founder, Weekes Wealth

🔗 LinkedIn: https://www.linkedin.com/in/ralph-weekes-cfp-781b07182/

Ralph Weekes is a Certified Financial Planner with a focus on clarity, service, and tailored guidance. His process emphasizes education, family stewardship, and informed decision-making. Ralph has built a reputation for blending traditional values with modern tools, offering clients long-term confidence through precision and care.

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Anchor Pacific Investments

🔗 Website: https://www.anchorpacificgroup.com/ 

What they do:
Anchor Pacific delivers investment advisory and portfolio management, backed by institutional research and supported through Aligned Capital Partners' platform.

Who they serve:
Entrepreneurs, incorporated professionals, and affluent Canadians seeking disciplined, tax-aware strategies.

How they work:
They take a research-first, planning-integrated approach, combining advanced analytics with practical, client-focused service.

💡 Why they stand out:

• CFA- and CAIA-led strategy development
• Strong tax and estate coordination
• Global macro insights paired with Canadian client realities
  
  

Steven Adang, Founder, Anchor Pacific

🔗 LinkedIn: https://www.linkedin.com/in/stevenadangcfa/

Steven Adang holds CFA and CAIA designations and brings a global finance background to Canadian advisory. His career spans portfolio strategy and institutional-level investing. At Anchor Pacific, Steven’s built a data-driven yet highly personalized experience, helping clients stay informed and in control of their financial future.

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Final Thoughts from Digital Reference

Wealth is more than a balance sheet; it's a reflection of values, vision, and legacy. As the Canadian wealth management landscape becomes more nuanced, these fractional, virtual, and outsourced providers offer something that’s hard to find: tailored expertise, built around your real-life goals.

At Digital Reference, we’re dedicated to radical authenticity and showcasing experts who are transparent, strategic, and human. Whether you're navigating retirement, planning a liquidity event, or just need to make sense of complex assets, the consultants in this guide have the credentials and clarity to help.

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