Strategic Financial Planning for your future
Helping Canadian business owners and professionals
simplify financial planning
Simplifying your financial plan
From tax strategies to succession planning, we simplify the complex so you can make informed financial decisions with ease and focus on what you do best.
Continuous Support
We take the time to understand your personal and corporate financial planning needs while tailoring your financial plan to your needs and goals.
Financial Technology
Using financial planning software with AI capabilities to create the best financial plan for your business and personal plan. Along with software to compare investment portfolios to find trusted funds and managers.
Testing Success
Making sure your plan is progressing, while stress testing the impacts of market downturns and unexpected events.
Insurance & Investment Planning
One of the advantages of working with an independent advisor is the freedom to choose between different insurance and investment companies. Don’t limit your options.
Minimizing tax, Maximizing your money
Estate, retirement and education planning can help maximize your hard earned money. Make sure you have the best plan to make the most of your money.
Corporate Planning
Helping incorporated business owners looking to minimize their tax and maximize their assets.
An array of resources
Working with an independent advisor allows you a wide array of investment and insurance options to choose from. The ability to choose different solutions from different companies that work best in your specific situation increases the probability that your goals are met.
Insurance and Investment Partners
- All major insurance carriers like Manulife, RBC, Canada Life, etc.
- Access to fund companies across Canada for your investments choices
Strategic Planning Partners
- Access to experts in Group Benefits
- Access to experts in Mortgage Specialists
- Access to Tax and Accounting Specialists
Ready to start your financial journey with Canadian Wealth Navigator?
Helping Canadian business owners and professionals simplify financial planning.