Up Financial Inc.

Up Financial Inc. is an independent financial firm founded by experienced advisors from major financial institutions. We are committed to providing objective, transparent, and customized advice to our clients. As Certified Financial Planners®, we strive to deliver unparalleled service and professionalism to help our clients achieve their short and long term goals. With a focus on industry-leading results, we utilize best-in-class funds, customized asset allocations, and proactive tax management. As thought leaders in our field, we have been featured in reputable publications such as the Globe and Mail. As a 100% employee-owned firm, we uphold a fiduciary standard of care, always putting our clients' best interests first. By combining financial advisors, accounts, and lawyers, we offer Canadians efficiency and synergy in their overall financial planning. Whether it's wealth building, business protection, retirement planning, or legacy creation, we provide creative solutions tailored to each client's unique needs. As a Registered Wealth Management and Financial Planning firm, we specialize in sophisticated investment advice and comprehensive financial planning for senior executives, company founders, entrepreneurs, and multi-generational families.