We are Retirement Planning Experts and Do Our Best Work With:
45+
Retirement investors age 45+ who are approaching or already in retirement.
$500,000+
Diligent savers with retirement investments over $500,000.(Excluding real estate.)
Expert Guidance
Nice people who value expert help so they don’t leave money on the table.
Interested in Working Together?
Think it Over
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
Still Have Questions? Keep Reading...
What makes Awaken Wealth different?
We focus on three key principles that set us apart from other firms:
1. Retirement Planning Experts: We specialize exclusively in retirement planning, ensuring that your money lasts as long as you do.All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don't run out of money.
2. Personalized Service: We limit our number of clients to provide personalized service and massive value to our clients.
3. Technology-Driven Solutions: We invest in leading-edge technology to simplify your life and make retirement easy.
Our commitment to evidence-based advice, modern financial tools, and full transparency ensures that you receive the best service possible.
What services do you offer?
Our mission is to help you get the most out of life with your money. We take the burden of planning off your plate so you can focus on what you love. We help clients with:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance review
- Risk Management
- Cash flow planning
And everything else needed to ensure you feel calm (and excited) about your financial future.
Do you have account minimums?
We do our best work with those families over age 45 with retirement assets over $500,000, but we're always open to having a conversation and working with good people.
How do I know my money is safe?
We do not take custody of client assets to ensure that your money is always held safely, securely, and separately from our firm. Awaken Wealth has selected CI Investor Services as custodian for our clients’ accounts.
Who is Aligned Capital Partners?
Aligned Capital Partners (ACPI), is a Canadian Investment Regulatory Organization (CIRO) dealer that supports independent financial advisors across Canada, offering them a fully independent platform—no proprietary products, no sales quotas or commission grids—that lets advisors focus on clients’ needs, not corporate incentives
I'm interested in working with Awaken Wealth. Is there a fee for an initial meeting?
We offer a complimentary intro meeting to get acquainted, learn more about your family, your goals and aspirations and determine if we may be a fit to provide value in your life.
Step #1 Schedule Your 20 Minute Intro Meeting
This meeting will give us both a chance to make sure your situation
matches our expertise.
