Aligning Your Wealth and Values

Financial Planning for those 45+ approaching or in retirement.

Why Awaken Wealth?

Not all financial advisors are created equal.
We are...
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Financial planning should take all aspects of your financial life into account.

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Fi-du-ci-what!? It’s simple — unlike many other advisors (surprisingly) we have to act in your best interest.

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We help you ignore the market’s uncontrollable elements & maximize those that can be managed.

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You're Age 45+

You have $500K (or more) in retirement savings.

But you have questions...

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Do I have enough to retire?

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How can I reduce my taxes in retirement?

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Are my investments suitable for retirement?

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...and we have answers!

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Interested in Working Together?

Get started in three easy steps:
Step #1
Introductory Call

Schedule a 20-30 minute call/virtual/coffee meeting that will give us a chance to make sure your situation matches our expertise!

Step #2
First Meeting - Discovery

What are your financial goals? In this 60-minute meeting, we aim to better understand your needs and what's most important to you

Step #3
Recommendations - Draft Your Plan

In this meeting you'll receive your One-Page plan that lists our recommendations and identify the value we can add to your financial situation.

Meet the Team

Get to Know the Team Working for You

Meet Awaken Wealth's President & Financial Advisor T. Scott Sather (CFP®, CIM®, CKA®, FMA) and our Director of Client Services, Julie Sather!

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Meet the Team

Get to Know the Team Working for You

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T. Scott Sather

President & Financial Planner
I’ve spent the majority of my career in the financial services industry (over 26 years and counting) working for a large bank-run wealth management firm...
Read Scott's Bio
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Julie Sather

Director of Client Services
I have worked in customer service for most of my career, having spent time with a "Big 5" bank and most recently before my time off, over 15 years working with individuals at Service Canada...
Read Julie's Bio
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Get Started
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