Understanding the roles of a Wealth Advisor and a Financial Planner

Wealth Advisor

Our Wealth Advisors focus on protecting your wealth after you have worked hard to build it. They’ll help meet your goals and needs by providing comprehensive: 

• investment services, 
• retirement planning, and
• protection strategies

They can offer a full suite of investment products through our partnership with Aviso Wealth which includes:

• stocks,
• bonds,
• ETFs,
• mutual funds, and
• managed accounts

Financial Planner

Life happens and our Financial Planners are here to help you navigate through those life-changing events with peace of mind. Our Financial Planners provide a holistic financial plan that includes strategies for: retirement, risk management, estate planning, distribution, and succession planning. 

According to the FP Canada Financial Stress Index in 2025, 60% of people who work with a financial professional feel hopeful about their financial futures, compared to only 48% of those who don't. This difference highlights the positive impact that professional financial guidance can have on an individual’s financial outlook.

With expert advice, clients are better equipped to manage their finances, plan for retirement, and handle unexpected events. In short, working with a financial professional can give you more confidence and optimism about your financial well-being! *

Why begin to invest when you are younger?

Expert advice combined with free financial planning can greatly improve your financial well-being. While anyone can purchase investments, studies show that by working with a wealth professional you can:

• accumulate significantly more wealth,
• be better protected, and
• far more prepared for retirement and unexpected events than those who don’t.

An advisor's guidance not only enhances your investment strategy but also gives you confidence, making financial planning easier to navigate. Investing at a young age is one of the most powerful ways to build wealth and secure your financial future. When you start investing in your 20s and 30s, you give your money more time to grow through the magic of compound interest. This means that even small, consistent investments can turn into substantial wealth over time.

Why Innovation Wealth?

At Innovation Wealth, we are especially passionate about empowering and educating young investors. We understand that beginning this journey can feel daunting, so our goal is to remove any feelings of intimidation or uncertainty.

Our team is committed to providing a supportive environment where young investors can:

• learn,
• grow,
• confidently make informed financial decisions
• turn investing stress into exciting opportunities

Options to suit your needs

We offer a variety of investment options to suit your needs:

• Do It For Me: using our Robo Advisor platform that does the work for you
• Let Me Do It: DIY investing where you are in control
• Help Me Do It: working with an expert Advisor to create and maintain your investment strategy

Our advisors will help you choose and determine the best option and get you started. Whether you are a hands-on investor or prefer professional help, our team ensures you have the support and tools needed to achieve your financial goals.

Get Started Today!

Investing young is one of the smartest financial moves you can make. Remember, every small step you take today brings you closer to financial freedom and a comfortable retirement. Start investing now and watch your wealth grow!

Get Started