Our Story

compass

Two Roads ® Financial Centre

At Two Roads Financial Centre 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.

We accept clients by referral only.  Our team minimum is $250K in investable assets for private clients and $5M of investable assets for institutional clients.

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

  • Wealth Management
  • ArcelorMittal DOFASCO Pension Program
  • 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.

Our award-winning team has been nationally ranked as “Top 10 Wealth Builder of the Year” two years in a row, and named Consumers Choice Award-winner four years in a row, for business excellence.

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