
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


Latest News
Common Retirement Planning Mistakes for High Earners and How to Avoid Them
Earning more doesn’t guarantee a stress-free retirement. Learn the biggest retirement planning mistakes high-income professionals make and how to avoid them.
Read More
Should You Consider an Individual Pension Plan (IPP)?
Wondering if an Individual Pension Plan (IPP) is right for you? Learn how Canadian business owners can use an IPP to maximize retirement savings, reduce
Read More
What will Make up your Retirement Income?
Wondering what will make up your retirement income? Learn how government benefits, personal savings, and workplace plans work together and how a financial advisor can
Read More