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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/awarded,  “Top 10 Wealth Builder of the Year” two consecutive years, and received the Consumers Choice Award for “Business Excellence” for ten consecutive years!  The CBRB Canadian Business Review Board Inc. selected and approved Two Roads Financial Centre for the “CBRB Best Businesses in Canada 2022″. Locally we have been awarded, “Readers Choice Gold Award” and “CHCH Business Excellence Award”.

Our commitment to informed advice and service excellence continues.

  • We accept new clients by referral.
  • Our team minimums are $250K in investable assets and/or $100k in GICs.

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

  • Capital Preservation
  • Estate Transfers
  • 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.

Seminars and Events

Check out our seminars and events that focus on pension programs, retirement, estate planning, family finances and financial wellness.

Retire with Confidence

We can show you how to make the most of what you have today, so that you can retire with confidence. There is no cost to chat with an advisor .

Two roads diverged in a yellow wood,
And sorry I could not travel both
And be one traveler, long I stood
And looked down one as far as I could
To where it bent in the undergrowth;

Then took the other, as just as fair,
And having perhaps the better claim,
Because it was grassy and wanted wear;
Though as for that the passing there
Had worn them really about the same,

And both that morning equally lay
In leaves no step had trodden black.
Oh, I kept the first for another day!
Yet knowing how way leads on to way,
I doubted if I should ever come back.

I shall be telling this with a sigh
Somewhere ages and ages hence:
Two roads diverged in a wood, and I
I took the one less traveled by,
And that has made all the difference.

~ The Road Not Taken, Robert Frost. 1920.