SMAD Financial helps ambitious Canadians, families, and business owners build lasting wealth through our advisory and coaching platforms.
of Canadians say money is their number one source of stress.
don't work with a financial advisor, making decisions on gut feeling instead of a real strategy.
We help you turn what you earn into lasting wealth, whatever stage you're at.
Sources: FP Canada 2026 Financial Stress Index; Xero Canada Small Business Financial Literacy Survey
We bring together experienced financial professionals and structured coaching to help you build lasting wealth, not just sell a product.
We teach you the why, not just the what, so every decision you make is one you understand.
Every client is matched with a licensed specialist from our curated network of professionals.
Monthly check-ins and a real relationship, not an annual review that leaves you on your own.
Comprehensive planning across insurance, investments, tax strategy, estate planning, and retirement.
One-on-one coaching built around the 10% rule and a sustainable wealth-building system.
Ongoing mentorship to transform your financial mindset, budgeting, and long-term habits.
Guidance for those exploring a career in financial services, from licensing to client acquisition.
Get ahead of debt, build a plan for real life.
Protect what you built, grow personal wealth.
Learn the industry from those doing it.
Build habits now that compound later.
SMAD Financial works alongside leading insurance carriers through World Financial Group, giving clients access to well-established products, not just our own opinion.
Insurance products offered through World Financial Group. Carrier availability may vary by province.
Your first consultation is free. Let's talk about where you are and where you want to go.
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