Our history of working with both individual investors and financial firms has served to shape our deep understanding of the financial challenges facing Canadians.
We recognize that a great number of individuals and families are admittedly burdened by financial anxiety and are looking for guidance to overcome their stress.
Canadians are seeking financial peace of mind but often don’t know where to turn.
With a focus on harnessing powerful behavioral insights, we’ve designed our financial wellness offering as a framework for shifting the financial conversation from one motivated by sales to one that genuinely impacts the financial health of those we serve.
We believe that wealth is greater than the balance of a bank account, and that it encompasses the ambitions, values, and life lessons which make up each and every of one of us.
At Finwello, we’re looking beyond traditional monetary measures of wealth to help Canadians find true financial well-being.