Expert guidance for Canadian investors seeking sustainable growth and income. We specialize in building portfolios designed to support a steady retirement income while managing risk.
Your goals drive every decision. As fiduciaries, your interests always come first.
Since 2009 specializing in Canadian dividend and income investing strategies.
Managing downside risk while building sustainable income for retirement.
Operating on the platform of Aligned Capital Partners, part of the CI Financial group — $550B+ in client assets under management and advisement.
Comprehensive wealth management solutions tailored to your retirement goals
Detailed cash flow modeling and retirement income projections help you understand how your investments may support your lifestyle. We stress-test scenarios to see how your plan could hold up in various market conditions.
Every portfolio is custom-built for your specific needs. We don't use cookie-cutter models—your risk tolerance, timeline, income requirements, and values guide every investment decision we make.
Comprehensive management of your investments across all accounts (TFSA, RRSP, non-registered). We coordinate with your tax advisor and estate lawyer to create an integrated wealth plan.
Strategic planning to transform your savings into reliable retirement income. We optimize CPP/OAS timing, manage tax-efficient withdrawals, and build portfolios focused on sustainable dividend growth.
Since 2009, our independent advisory firm has been dedicated to one mission: earning the trust of serious Canadian investors. With offices in Burlington and Etobicoke, we proudly serve clients across the country, meeting wherever you're most comfortable—whether that's your home, via video call, or over the phone.
Canada Income Wealth Management works exclusively with committed investors who want meaningful results. Unlike large institutions where you're just an account number, we provide a truly personalized experience. You'll work directly with your dedicated advisor, receive transparent fee structures, and benefit from portfolios designed specifically for your situation—not pulled from a template.
Our foundation is built on three pillars: honesty, expertise, and unwavering commitment. This approach has earned us the loyalty of clients who stay with us for 15+ years on average, with 75% referring their friends and family. We deliver consistent, tax-smart, and completely transparent solutions designed specifically for Canadians planning for or living in retirement.
More About UsProven strategies for sustainable retirement income
We build diversified portfolios of quality dividend-paying stocks, REITs, and income funds designed to generate reliable cash flow throughout your retirement.
Balance income generation with strategic growth investments to help your portfolio keep pace with inflation while managing risk to your principal.
Maximize your after-tax returns through smart account allocation, dividend tax credits, and capital gains management tailored to Canadian tax laws.
Every client receives a customized investment plan based on their retirement timeline, risk tolerance, and income requirements.
"After decades of saving, I was nervous about this next chapter. They listened to what I actually wanted, explained everything in plain language, and I finally feel at peace about retirement. It honestly feels like family looking after my future."
"What impressed me most isn't just the knowledge — it's that they pick up the phone. Every question I've had got a straight answer, fast. I feel like I have a real partner in my corner."
"What we value most is the personal attention. They know our family, our goals, our worries — and they check in even when nothing is happening. That peace of mind is worth everything."
Client testimonials reflect individual experiences and are not a guarantee of future results.