For a human approach to wealth management

Independent portfolio management and financial planning firm.
Experts in retirement planning and tax optimization.

40 +

Years in business

3

Regional offices

0

Conflict of interest

The AltaFina approach

Simplify your finances

To achieve lasting financial freedom, every financial decision must work together. Your investment portfolio, taxes, savings, withdrawals, protection, and estate planning are all interconnected. AltaFina acts as the conductor, coordinating every aspect of your wealth into one cohesive strategy.

Long-term wealth optimization

Tax minimization at every stage

Protection for your spouse and your legacy

A game plan for difficult market conditions

Delegation of your investment strategy execution

You understand why every decision is made. You sleep well, even during market downturns.

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A structure designed to put your interests first

A financial plan only creates value when it is implemented with discipline and consistency.
We have the expertise, experience, and structure to make that happen.

Discretionary portfolio management to simplify and optimize your investments
An evidence-based investment approach grounded in academic research to maximize your probability of long-term success
Fee-only compensation for complete transparency

Complete corporate independence for truly unbiased advice
More than 40 years of retirement planning expertise to help you transition with confidence

You don't follow the markets, you follow a plan. You stay in control, we ensure the execution.

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Under one roof

Three areas of expertise working together

Portfolio Management

A disciplined investment approach inspired by leading pension funds. Less subjectivity, greater resilience during market crises.

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Financial Planning

A practical roadmap to optimize your wealth: minimize taxes over a 30-year retirement, protect your spouse, and determine the optimal withdrawal strategy across your RRSP, TFSA, and corporate accounts.

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Insurance and Annuities

A solid financial plan is built to withstand the unexpected. We assess your risks to protect your loved ones and strengthen the long-term stability of your strategy.

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Differences that matter

Why our clients leave large financial institutions?

They are looking for stability and continuity in the professionals serving them
Experts who simplify their financial lives and work exclusively in their best interests
Within a structure free of conflicts of interest
With greater independence
And a more human approach

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