Smarter Investing With Real Financial Support

Put your money on autopilot while receiving personalized planning, so you can grow your wealth with confidence and live life on your terms.

Why You Need More Than DIY Investing

If you’re with Wealthsimple, a robo-advisor, or a big bank, chances are you’re paying fees for cookie-cutter service and lower returns. DIY investing is great if you have the time and confidence, but if you’re busy, overwhelmed, or your financial life is getting more complex, it’s time for a better option.

With this service, you get the best of both worlds: professional portfolio management and personal financial planning, all at a fraction of the cost of traditional advisors.

Who This Is For

This service is perfect if you:

Women and families who don’t want to DIY everything (or only want to DIY some accounts)
Have taxable or corporate investments that need a tax-efficient approach
Are approaching retirement and want risk dialed in with a steady income
Want a hands-off, low-cost solution with better returns than robo-advisors
Want peace of mind with ongoing financial planning included, not billed hourly

Here’s How We Grow Your Wealth

Two Sets of Expert Eyes

You get Justwealth’s professional portfolio managers monitoring your investments daily, plus my CPA/QAFP lens across your full financial picture.

A Portfolio Built for You

Growth, income, and tax-efficient options tailored to your needs, including non-registered and corporate accounts, education portfolios, and even USD portfolios for snowbirds.

Automatic Risk Management

Your portfolio remains professionally diversified, rebalanced, and adjusted as you approach retirement.

Tax-Smart Investing

We optimize where assets are held and utilize tax-efficient strategies to ensure that more of your money stays in your pocket.

Personalized Ongoing Financial Planning

Cash flow, retirement projections, CPP/OAS timing, RRSP and TFSA strategy, drawdowns, insurance basics, and estate planning. Plus check-ins whenever life changes.

The Results You Can Expect

Better performance than the robo-advisors (8.65% vs. 5.80% average five-year returns)
Lower fees than most traditional advisors
A portfolio built for your unique needs, not a one-size-fits-all solution
More money in your pocket thanks to tax-smart strategies
Confidence that you’re on track for financial freedom—without having to figure it all out yourself

How It Works

1. Fit Call (15 minutes)

We’ll confirm your goals, accounts, and whether full or partial delegation makes sense.

2. Portfolio Design

We align your risk level, income needs, and tax considerations to create a custom portfolio.

3. Digital Onboarding

Accounts are opened or transferred online in about 15 minutes. I’ll guide you through it step by step.

4. Ongoing Support

Your portfolio is proactively monitored and rebalanced, while I provide ongoing planning check-ins and on-call support.

Transparent Pricing

Hands-Off (Portfolio Management Only)

0.50% management fee
Comparable to Wealthsimple, but with better returns and professional oversight.

Portfolio + Planning (Full Service)
0.90% management fee
Done-for-you investing plus ongoing financial planning for peace of mind—without the big bank price tag.