Our Story

compass

Two Roads ® Financial Centre

At Two Roads Financial Centre we help Canadians make better retirement decisions.  Our mission is the provide clients the very best in capital preservation and retirement income and lifestyle strategies.  The Two Roads team concentrates its expertise on developing personalized investment and tax-efficient strategies to preserve capital for our client’s retirement and estate plans, while maximizing family income throughout retirement through effective tax planning.

Success is measured by our client’s success.  Our Award-winning Team has been nationally ranked as,  “Top 10 Wealth Builder of the Year” two years in a row (2015, 2016), and Consumers Choice Award-winner for “Business Excellence” five years in a row (2013-2018).

Our commitment to informed advice and service excellence continues.

  • We accept clients by referral only. 
  • Our team minimum is $250K in investable assets for private clients.

Within our team of family wealth advisers our core competencies include;

  • Wealth Management
  • Pension Programs (e.g. CPP, OAS, DOFASCO, HOOP, OMERS, etc.)
  • Retirement Income Management
  • Tax Planning and Preparation
  • Personal insurance

Given the focus on the retirement phase of life, the breadth of our client base and the size of assets under administration, we retain a network of lawyers, accountants, and consultants to round out our team.

Two Roads ® is a registered trademark of Two Roads Inc.