Welcome to Osmond Findlay & Associates
Private Wealth Management
We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients able to take care of the things that matter most to them.
What we do
Our team has more than 10 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
(*Offered through Investors Group Securities Inc.)
What our clients say
The Osmond Findlay team is a very knowledgeable and intelligent. They know the world economy and financial strategies very well. Definitely one of the best in the city and across Canada. Highly recommended.
Kati S.
The Osmond Findlay team is passionate, authentic and professional. They helped us with how to take step 1 of financial planning. The time and patience they showed us in how to get started with investments saved us thousands in fees in the first year by introducing us to a variety of products and scenarios. Time well spent and we are thankful for them being with us each step of the way.
Suzanne M.
Osmond Findlay & Associates is an amazing financial consultant group. We have been dealing with them for over 4 years and they have done an incredible job with our portfolio. I would highly recommend them to anyone I know with the utmost confidence.
Jeff M.
Since we had the opportunity to move our investments to Osmond Findlay & Associates, it has proven to be the best financial decision we’ve ever made. They provide the strategies for our retirement goals, keep us informed when markets are changing and keep us calm. They have earned our trust and confidence because they understand finance and world economics.
Peter S.
The Osmond Findlay & Associates team has been extremely helpful in investing for me. They always patiently answer my questions and set my mind at ease.
Susan E.