About Us

Welcome to FinIQ Wealth Experts, your trusted partner in financial planning and wealth management. Our comprehensive suite of services is designed to help you achieve your financial goals and secure a prosperous future.

Who we are

Empowering Canadians with Financial Knowledge

Tailored Financial Solutions
Expert Financial Advisors
Comprehensive Financial Literacy Programs
Commitment to Client Education

Our vision

Our vision is to be the leading financial services company in Canada, empowering individuals with the knowledge and tools they need to secure a prosperous financial future.

Our core values

Empowering you with financial knowledge

1/ Client-centered approach
We prioritize our clients’ needs and goals above all else. Our team works closely with you to understand your unique financial situation and develop customized solutions that meet your specific needs.
2/ Integrity and transparency
We believe in complete transparency and honesty in all our dealings. We hold ourselves to the highest standards of integrity and professionalism, ensuring that our clients always have the information they need to make informed decisions about their finances.
3/ Continuous learning and improvement
We are committed to staying up-to-date with the latest financial industry trends and regulations. Our team regularly participates in professional development programs to ensure that we are providing you with the most current and effective solutions.
4/ Empowerment through education
We believe that financial literacy is the key to long-term financial success. Our educational resources and programs are designed to empower you with the knowledge and skills you need to make informed decisions about your money and take control of your financial future.

Our team

Experts in financial planning and education

CEO
John Smith
John is a seasoned financial advisor with over 20 years of experience. As founder and CEO of Fin IQ Wealth, he is committed to providing personalized financial planning services that empower clients to achieve their goals.
LIFE INSURANCE SPECIALIST
Emily Thompson
Emily is a life insurance specialist with a passion for helping clients secure their financial future. With experience in underwriting and claims management, she offers expert advice on comprehensive life insurance solutions.
INVESTMENT PLANNER
Daniel Lee
Daniel is an investment planning expert with a track record of delivering strong returns for his clients. He uses his deep knowledge of financial markets to create investment portfolios that align with client goals and risk tolerance.
FINANCIAL LITERACY EXPERT
Sophie Chen
Sophie is a financial literacy expert who believes that everyone should have access to the tools and knowledge they need to make informed financial decisions. She provides comprehensive financial planning services and customized education programs for clients.