We’re reinventing financial planning and wealth management*

It's time to deliver fiduciary responsibility!

* The current model is broken and dated.

Nextgen Financial Planning Inc. is a registered Portfolio Manager in the Province of Ontario, opting to do business as an Advice Only Fiduciary Financial Planning firm with security advice capability. We are dedicated to objectively helping clients on the important decisions necessary to manage their wealth.


Shook Research and The Globe and Mail say our founder is among the

“Best in Ontario 2022”

Wealth Management is Evolving

By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape the story of their life and the life of generations to come.

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