We answer your most pressing questions

There are two ways – through market compensation, and through value-based compensation. In the first case, if we can build a solution with available market products, the provider compensates us directly preventing any out-of-pocket expense or service fees.
For cases that are outside the available market catalog, and require a unique solution catered to your specific need, we present the value it adds to your plan, and only when you see the value do we proceed and implement.

All of our clients already work with an accountant, and if you weren’t, we would be worried! Our service was built to bridge the gap in areas of expertise to enhance existing strategies – and not disrupt or displace what is already working.

Understanding your picture holistically is crucial to achieving financial success, and having a financial planner complements our conversation. Our service was built to bridge the gap in areas of expertise and enhance existing strategies and not disrupt or displace what is already working.

We go beyond selling products like a bank. The Advisor Guide is the only Canadian financial services company that looks at the big picture to solve the deeper problems, create clarity, and support you with comprehensive guidance that brings you real value.

We work with business owners and their families. Our solutions are designed to go beyond the day-to-day of your business requirements. We bring in the knowledge experts who help facilitate your unique situation. Get in touch with us today at info@theadvisorguide.com to find out how we can support your business and/or personal financial needs.