Independent Financial Planning Firm

Polaris Wealth has a legal fiduciary obligation to all our investment clients.

A fiduciary is a person or legal entity that has been given the responsibility to manage aspects of another’s affairs (such as their finances) in good faith, trust and honesty. Fiduciaries are legally bound to put your interests ahead of their own.

A non-fiduciary does not have the same requirements and this can lead to situations where they may not act in your best interest.

Make the right choice. Choose a fiduciary.

Polaris Wealth was started as an alternative to large wealth management firms that charge high fees for the same services we provide. Instead of high-cost active management, we use low-cost exchange-traded funds (ETFs) and ETF-like mutual funds to capture market returns.

Founded in 2008, Polaris Wealth is the wealth management division of Polaris Financial Inc. Polaris is registered as a Portfolio Manager whose principal regulator is the Ontario Securities Commission.

We are also registered with the Financial Services Regulatory Authority of Ontario (FSRA) as a provider of life and disability insurance products.