Unlocking the path to Financial Freedom.

Providing peace of mind through expert wealth management.


The insights, advice, and tools you need to achieve each of your financial goals.

Trusted insights

Data is at the heart of what we do. We distill complex financial information into actionable insights.

Strategic advice

The advice you need, when you need it. We're Certified Financial Planners® and always put your interests first.

Practical tools

Financial planning made simple. Access your accounts and your plan 24/7 through our custom online portal.


We boost our clients’ financial confidence by optimizing their investments, reducing taxes, and mitigating risk.

Our mission is to give you peace of mind over your finances, so you can focus on what really matters.

More About Us

Expert guidance through every major milestone.

We've worked hard to be able to call ourselves Portfolio Managers — placing us in the top 5% of financial advisors in Canada.

  • Discretionary Management means less paperwork for you and access to higher quality investments.
  • Our services are not based on commissions, and are instead based on a flat-fee to ensure everything we do is in your best interest.
  • We can access a wider range of investments than most financial advisors, giving us the ability to find the best opportunities.
  • Complete transparency in our reporting gives you a clear understanding of what you're paying for.

We've freed ourselves of cumbersome paperwork, giving us more time to focus on you.

  • Each client receives a custom financial plan written in plain English.
  • As your account grows, and your needs become more complex, we seamlessly adjust your plan to meet your new objectives.
  • Access your plan and your account balances 24/7 through our custom online portal.
  • We directly connect you to industry experts for tax, estate and succession planning.

Protecting your most valuable assets — you and your family. We provide customized insurance solutions to meet your every need.

  • Tailored Life Insurance plans ensure your assets are protected from all of life's uncertainties.
  • Protect your ability to earn an income with Disability and Critical Illness Insurance.
  • Reduce the risk within your business using Key Person Insurance — providing capital in the absence of key partners or employees.
  • Contact us today to get your free insurance plan.

When the time comes to move on from your business, we're here to help.

  • We're business owners too — giving us a unique perspective on the financial implications and emotions of selling a business.
  • We can help with valuation, optimization and even finding a suitable buyer to keep your legacy in safe hands.
  • Our Corporate Investment Accounts help to reduce taxes during succession events.

We love what we do — and it shows. Get access to expert advice wherever and whenever you need it.

  • Get answers to all your biggest questions at the touch of a button. Our expert team is available anytime through our online portal.
  • Unlimited access to your advisor to give you peace of mind during all of life's biggest milestones.
  • With over 15 years of experience in Wealth Management, we consider ourselves to be partners in each clients' financial journey.
Hear from our clients

Success Stories

"I've been with Deeds for over 14 years and couldn't be happier. They always keep me up to date and are fully transparent about their fees.

"The team at Deeds Group made me feel like part of the family. I always feel welcome to ask questions and they make sure I understand everything that's happening with my money."

“Derek and his team have looked after me for over 8 years and counting. The quality of service is second to none and you can tell they are passionate about what they do.”


of all profit goes towards supporting our community
Transparent Pricing

Our Fees


Deposits of $100,000+
Competitive fees and holistic financial planning for all account sizes.

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Deposits of $1,000,000+
Lower rates for growing accounts with access to our private banking services.

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Deposits of $3,000,000+
Get access to alternative asset classes and a significantly reduced rate for larger accounts.

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Our People

Meet the experts

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How can we help?

Ask us anything — from our fees to our services, we're here to serve you better.

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