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The Embark Wealth Difference

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Embark Wealth offers personalized, independent, and client-centric financial planning​. We learn about your goals and objectives, and align every aspect of your financials to get you there with more efficiency. We provide access to all the tools needed to construct a personalized long-term plan, a coinciding tax plan and risk management plan, as well as a tax-smart investment plan free of all conflicts of interest.

We work for you. 

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Certified Financial Planner

Personalized planning is all about learning your unique outlook of your future, and aligning all of your financials to coincide with getting you there

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Discretionary Portfolio Management

We provide access to investments solutions normally only available to pension funds, endowments, and ultra-high net worth families

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Independent Client-centric Advice

We do not work for banks, nor do we push or represent investment products.  We work for you, and have no conflicts of interest to do otherwise

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Tax Planing and Tax-Smart Investing

Structuring your financials around a forward-looking and contextual tax-plan allows you to maximize your efforts , so you can keep more of what you earn

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Longevity to see you through

We expect to be alongside our clients over a multi-decade advisory relatonship that sees clients though the various stages of their lives 

A coffee and a second opinion

A coffee and a second opinion

Embark Wealth Advisory Teams

Dedicated to client-centric financial planning, investment, and tax recommendations free of any and all conflict of interest.

We work for you.
 

Designed Securities Ltd. - The Investment Dealer

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Designed Securities Ltd. promotes investor confidence by supporting independent-minded advisors and ensuring that advisors are supported to serve their clients’ best interests. Designed Securities Ltd. was founded on the belief that true independence means clients are free to choose platforms, products, and investment strategies that are not burdened by the decisions, mandates, or proprietary product shelf of a parent company or majority owner. Designed is re-imagining independence by regularly seeking feedback, increasing transparency, and implementing strong governance.

Aviso Wealth - The Custodial Back Office

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Aviso Wealth is a nationally integrated financial services company serving the wealth management needs of virtually all of Canada's credit unions as well as a range of independent financial organizations. Aviso provides comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow their partners to offer an outstanding wealth management experience to their clients.

A coffee and a second opinion

Are you on track?

In 15 minutes, we can evaluate your situation, identify opportunities and areas of concern, and create an action plan for you and your family.

No cost and no commitment.

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