About us

Your partner in actualizing your wealth’s potential

We help you positively impact those you love through a comprehensive, values-led approach to growing and protecting your wealth.

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70+

Happily retired families.

2.3M+

In charitable donations facilitated.

72

University educations funded.

9

Experts and counting.

ORIGIN STORY AND APPROACH

Being the change we wish to see in the world.

Since our founding in 1998, Waypoint Family Office has become a leading wealth advisory firm for successful Canadian families.

We attribute our longevity to a simple yet potent philosophy:

Providing the exact stewardship and guidance our clients need and benefit from.

This is often different from what clients would have known to ask for when we began working together. That’s because we always proceed with a clear, educational approach—never leaving questions unanswered or gaps in understanding.

In turn, every single family we work with gets a comprehensive plan that truly fits their needs, preferences, and goals.

We’re proud of our long history and look forward to continuing serving our client families and community for many years to come.

mission and vision

Our mission

To help our clients make confident, sound financial decisions that will positively impact their families and communities, through generations.

Our vision

To enable more Canadian families to experience the fullness and richness of life, guided by what’s truly important to them.

CORE VALUES

Our guiding principles

Our core values guide all aspects of our work—with our valued clients, with other professionals, and as ambassadors of the financial services industry.

Family & Community

Fostering a sense of belonging through family values, we inspire our clients to cultivate a spirit of generosity in their families and communities.

An Ethos of Care

Our clients always come first. We bring warmth and kindness to every interaction, ensuring our clients feel empathetically supported and compassionately guided.

Approachable & Adaptable

We’re open to discussing any topic, leaving nothing off the table. We keep a forward-looking perspective, adapting to changes in our clients’ lives over time.

Principled Transparency

With caring candor and regular communication, we uphold professional integrity by providing sound financial advice that always keeps our clients’ best interests at heart.

By Your Side

As experts in our field, we’re committed to working hard for our clients’ interests—leaving no stone unturned and advocating for their goals, needs, and priorities each step of the way.

Wisdom From Experience

We believe in embracing humility and lifelong learning. In turn, we graciously share the wisdom gained from years of experience to enrich our clients’ journeys.

Actualize your wealth’s potential with a team that’s on the same page

It’s never been more important to hold true to your vision for your wealth. We’re here to help you realize it.

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