Book Your Free Assessment
Take the guesswork out of planning. Get a clearer picture of your money today and watch how our 4-step process can guide you with confidence into the future.
We're Financial Advisors That Do Our Best Work With...
Professionals & Entrepreneurs 50+
You’ve worked hard—now it’s about turning that success into confidence for the future.
Those With $500k+ in Assets
We help you make the most of what you’ve built and protect it for the people you love.
Those Who Are Open & Coachable
Our best work is with people who value honest advice and want a trusted guide.
Our Process Makes Things So Easy
All it takes is a simple first step. No prep work, no stress—we’ll guide the conversation and keep it light. You just show up, and we’ll handle the rest.
Are We a Fit Call
Book a quick call, virtual meeting, or coffee. We'll see if your situation matches our expertise—if it does, we’ll move forward!
Discovery Meeting
This meeting is all about you. We’ll listen to your story, your goals, and what matters most—no money talk, just testing the waters.
Value Meeting
We’ll show how we can help—laying out a clear plan to simplify your finances, reduce uncertainty, and protect your family’s future.
Putting Your Plan In Action
When you’re ready, we’ll set your investments and strategies in motion, taking the heavy lifting off your plate.
During the process, we’ll just ask you to think about what really matters to you—take your time and decide if we’re the right fit for your goals.
Take The First Step
Your free assessment is a chance to cut through the financial overwhelm and see a simpler path forward.
Just a friendly chat—no strings attached.
Before You Get Started
Not sure what it’s like to work with us? Here are a few quick answers to help you feel more comfortable before taking the first step.
Why Should I Hire Relay Wealth?
We care about our clients and always put their needs first. In a world that is increasingly focused on short term gain and quick answers we are focused on developing longstanding relationships with our clients. We want to build a long-term working relationship built on trust that will last 20+ years. We are always striving to do better for our clients and looking for the solutions that will meet your needs.
How Are You Different?
We are on the younger side of advisory teams with the top industry credentials. We have career longevity that will likely outlast your retirement.
We are a third-generation family business, so we truly understand the legacy of caring for people and how much of a privilege it is. We understand the responsibility and commitment it takes to look after individuals and families through all of life’s stages.
How Do You Get Paid?
We are a fee-based practice, meaning each client is on a transparent fee-based agreement that is a pre-determined percentage of their assets under management. We strive to keep our fees low and competitive, and your fees go down as your money grows. Fees are collected monthly from your portfolio, and we get paid monthly.
Where Are Investments Held?
Assante uses CI Investment Services Inc. as its custodian, meaning they are the institution that holds our client's assets.
A custodian is a separate financial institution responsible for holding and safeguarding a mutual fund's assets, such as stocks and bonds, ensuring these are kept separate from the dealer’s own activities and protected from the fund manager's insolvency.
As a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF) you are provided protection for your accounts in case of the custodians’ insolvency for up to $1 million per account type.
The account and assets within it will always be owned by you and can only be transferred to and from your own bank account.
What is Expected of Me?
We want to work with people who are responsive and who want our help and guidance. The relationship works best if you are coachable and can take direction. We expect to be a part of your major financial decisions and to be a trusted advisor. We want open and honest communication and to see your lovely face in person (or by video) at least once a year.
Can You Work Across Canada?
Yes–we can advise clients in any province and have a full suite of technology to support video meetings so we can still see each other ‘face to face'.
Book a Time That Works for You
Take the first step toward clarity and confidence with your money. It’s quick, simple, and no-pressure—we’ll walk you through our services and you decide if it feels right.
Your Free Review
Feeling stuck on what’s next? Start with a free assessment and take the first step toward simplifying your finances.
Just a friendly chat—no strings attached.
