Uncommon incomes deserve uncommon strategies
Most financial advisors offer the same thing. A portfolio. An annual review. A handshake.
That's not what we do.
At First Wealth Advisors, we work with a select group of Canadian business owners and families who have built real wealth or aim to build it, and want one trusted advisor looking after it all. Investments. Insurance. Tax strategy. Retirement planning. Estate planning. Group benefits and retirement. Everything connected. Nothing falling through the cracks.
You work directly with Trent MacKeen and his team, who have been guiding Canadian business owners and families since 2002.
One advisory team. Your full financial picture. For the long term.
Is this you?
-> You own a business, and you're not sure your financial plan reflects that
-> You have investments, insurance, and benefits scattered across different advisors who never talk to each other
-> You're paying more tax than you should, and you know it
-> You want a plan that protects your family if something happens to you
-> You've been meaning to update your will for years
-> You want one person who knows your full picture and tells you the truth
If any of that sounds familiar, you're in the right place.
What we believe
We believe planning is a process, not a product or a one-time event.
We believe the best investment strategy is one you can stick to when markets get uncomfortable. Not the one with the best recent returns.
We believe one advisor who knows everything about your situation is worth more than three specialists who never speak to each other.
We believe in evidence over opinion. Long-term thinking over short-term reaction. Honest advice over comfortable agreement.
And we believe that getting your financial house in order is one of the most important things you can do for the people you love.
Three things we focus on
Advice and Accountability
A plan only works if someone holds you to it. We ask hard questions, tell you the truth, and keep you focused on what actually matters for your long-term goals.
Organization
Most people have no idea what they own, what it costs, or whether it's working together. We change that. Your entire financial picture, clear and current, all in one place.
Planning That Evolves
Your life changes. Your business changes. Your plan needs to keep up. We review, adjust, and stay ahead of what's coming so you're never caught off guard.
