Your financial future matters, but the typical advisory experience tells a different story — meetings with advisors eager to sell but not to know you, topics you barely understand but feel embarrassed to ask, and constant uncertainty about your path forward.
At Rise Above Finance, we do things differently
01
Understanding You
Instead of selling, we start every interaction with understanding you — what you aspire to be, what keeps you up at night, what you believe in — so we can tailor our advice to help you be better.
02
Truly Unbiased Advice
It is hard to trust anyone when the financial industry is driven by commissions and advisors are incentivized to put their interests above yours. We use a transparent fee-based pricing model to ensure every recommendation is truly in your best interest.
03
Practical Education & Coaching
With structured learning and coaching opportunities, you will discover the “why” behind every financial choice and be empowered to make the decision.
04
Network of Expertise
We have an external network of legal, tax, and investment experts to provide holistic, “one-stop-shop” support for complex life circumstances.
The Rise Above Membership
Our signature membership program combines comprehensive planning with ongoing guidance, empowering you to make confident financial decisions aligned with your values and goals.
Membership Packages
Basic Planning
Individual Plans
-
Cashflow
-
Debts
-
Goal
-
Planning
-
Investments
-
Insurance
-
Retirement
Family Plans
-
Cashflow
-
Debts
-
Wedding
-
Homebuying
-
Family Goals
-
Family Protection
-
Children
-
Investments
-
Retirement
Estate Planning
Intergeneration Planning
-
Estate Analysis
-
Will Review
-
Power of Attorney Review
-
Intergenerational Wealth
-
Transfer and Asset Planning
-
Tax Efficiency Solutions Strategy
-
Legacy Planning
Business & Corporate
Corporate Planning
-
Shareholders Agreement/Buy-out
-
Business Overhead Analysis
-
Capital Dividend Withdrawal Strategy
Corporate Group Benefits
-
Group Benefits Review
-
Health & Dental Insurance
-
Group Retirement Services Implementation
At Rise Above Finance, we are certified to meet every financial need across Canada.
