Helping Redefine What It Means To Be Wealthy
Muskoka | Barrie | Abbotsford, BC
The Strata Process
STEP 1
Introduction
STEP 2
Is It A Fit?
STEP 3
Discovery
STEP 4
Recommendations
STEP 5
Welcome Aboard
STEP 6
Living Your Plan
How Strata Helps
Our goal is and has always been simple: to use our knowledge and experience to support and guide our customers in creating tailored wealth management strategies. Whether it’s helping an entrepreneur to grow their business or advising people on how to plan for their retirements, we are looking out for you and your interests, not our bottom line.
Our Strategic Partners
The Strata Story
Our goal is to help you make the right financial decisions. To achieve this, we work closely with you to get a full picture of your financial situation and objectives. In other words, we’re not only interested in looking at what money you have to invest: we look at the whole picture.
What People Are Saying
Matt Schaap is a Financial Advisor I highly recommend. His knowledge, service and follow through are top notch. Not only is Matt an absolute delight to work with but as a client I have benefited from the support and expertise of the entire Strata team. I am thrilled to be working with Matt as a partner in my financial journey.
Would highly recommend the team at Strata! Working with Zack Clarke has been a great experience. Zack’s clear, concise and detail oriented approach along with his ability to think outside the box with investment and wealth management strategies has been eye opening for me. Zack puts his client’s needs first and his modern communication style always makes you feel comfortable and it never feels forced or rushed to make a decision.
Would highly recommend Strata! Zack Clarke is a true professional in all sense of the word. He takes pride in his work and his attention to detail is second to none. As a client for many years now one of the top attributes of Zack is his communication. He explains everything in detail and makes you feel very comfortable with the process, lays out a plan and works together with you. He’s 24/7 and always extremely prompt on response time.
Brett provided a HSA for my small business. Its a great extra something for my employees and they get to use it how they want. Thanks again Brett!
I have been a client of Strata for over 10 years. We utilize Strata's wealth management and mortgage services and I cannot recommend them highly enough.Tyler and his team are such an amazing resource and always are keen to listen to your current ideas / challenges and find solutions to meet your short term needs and achieve your long term goals.Book a meeting with them if you really want to take control of your personal finances.
Tyler Burtch and the entire team at strata wealth has been helping my entire family for 15+ years. They are true professionals. Tyler's knowledge and experience is unmatched in his field. Not only does he handle our finances and also help my family with proper insurance for my wife and I & kids. Thank you Strata Wealth for all your help and guidance over the years.
We did our life insurance with strata. The whole team ensured a stress free, seamless process. I will be contacting Tyler for some other financial services in the near future. Highly recommend!
Highly recommend Strata Wealth!!Everyone I have spoken to within this company has been great!! Professional and prompt replies always.Tyler set out a financial plan for me that was easy to follow and allowed me to see a light at the end of my debt tunnel. I stuck to the plan and and I am happily on my way to being debt free and much less stressed!!If you're ready to make a change.. give them a call. You won't regret it!!
Tyler and his team are absolutely unreal! They take the time to understand your financial goals, then design a plan that best suits you to achieve them. Tyler and his team embody competence, professionalism and top notch customer service! 10 out of 10!
Signing on with Strata Wealth was the best decision we have ever made. They customized a plan that worked for us, listened to our needs and made us feel valued as a customer. They turned something we found stressful into something we are excited about. As we have grown and our needs have changed they changed our plan to suit our current situations. We highly recommend Strata to everyone, literally we refer everyone we know.
Fantastic experience so far. I have not felt this important as a client in a long time. Looking forward to many years of business with Tyler and his team. Highly recommend Strata to anyone looking for a financial planner/investor. You will not be disappointed.
Latest News
Understanding the Capital Dividend Account
Accounting,
Business
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In this article we look at how the CDA works and how it can be advantageous to you and your business.
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The Next Big Thing in Investments!
Financial Tips
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In this article we take a look at how ‘hot’ investments work and why they aren’t fundamentally sound for you to build a financial plan
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Participating Life Insurance as an Investment
Investing,
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In this article we discuss what participating life insurance is and how to use it as an investment strategy.
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