About Canadian Investment Guide

Canadian Investment Guide was founded in 2015 with a simple mission: to provide clear, actionable financial advice that helps Canadian investors maximize their returns and build wealth for the future.

Our team of experienced financial professionals brings decades of combined experience in investment management, tax planning, retirement strategies, and wealth building in the Canadian market.

Our Mission

Vision

To empower Canadians with the knowledge and tools to build financial independence through strategic investing and personalized financial planning.

Values

Integrity, transparency, and client-focused service are at the core of everything we do. We believe in providing unbiased advice that truly serves your best interests.

Approach

We take a data-driven yet accessible approach, breaking down complex financial concepts into practical strategies that anyone can implement to improve their investment outcomes.

Meet Our Expert Team

Jennifer Thompson

CEO & Senior Financial Advisor

With over 20 years of experience in financial planning and investment management, Jennifer leads our team with a focus on innovative wealth-building strategies for Canadian investors. She holds the CFP, CFA, and is a recognized industry speaker.

Sarah Chen

Investment Research Director

Sarah specializes in ETF analysis and portfolio construction for Canadian investors. With a background in quantitative finance and an MBA from Queen's University, she brings analytical rigor to our investment recommendations and market analysis.

Michael Wilson

Tax & Retirement Planning Specialist

Michael is our expert on tax-efficient investing and retirement planning strategies. As a CPA with specialized training in Canadian tax law, he helps clients navigate the complexities of RRSP, TFSA, and non-registered investment accounts.

Lisa Rodriguez

Real Estate Investment Specialist

Lisa brings extensive knowledge of the Canadian real estate market, specializing in REITs and real estate investment strategies. Her background includes 12 years in commercial real estate and portfolio management for institutional investors.

Robert Kim

ETF & Passive Income Strategist

Robert specializes in designing passive income portfolios using ETFs and dividend-paying securities. His data-driven approach helps clients build sustainable income streams while managing risk in changing market environments.

Why Choose Canadian Investment Guide

Canadian Market Expertise

Our advice is specifically tailored to the Canadian investment landscape, taking into account unique factors like RRSP/TFSA strategies, Canadian tax implications, and domestic market opportunities.

Research-Backed Recommendations

Our investment recommendations are supported by thorough research and analysis, not driven by commissions or product promotions. We pride ourselves on objective, data-driven advice.

Practical, Accessible Advice

We translate complex financial concepts into clear, actionable strategies that investors at any level can understand and implement to improve their financial outcomes.

Personalized Approach

We recognize that every investor has unique goals, risk tolerance, and time horizons. Our advice can be tailored to your specific financial situation and investment objectives.

What Our Clients Say

"The investment strategies I learned from Canadian Investment Guide transformed my approach to retirement planning. Their RRSP optimization tips alone helped me increase my projected retirement income by over 20%."

David R.

Toronto, Ontario

"As a first-time investor, I found their advice incredibly accessible. Their step-by-step ETF selection guide gave me the confidence to start building my portfolio, and I've seen consistent growth ever since."

Priya M.

Vancouver, BC

"Their tax-efficient investing strategies saved me thousands in unnecessary taxes. Their advice on asset location across my TFSA, RRSP, and taxable accounts was brilliant and something my previous advisor never mentioned."

Jean L.

Montreal, Quebec

Ready to Maximize Your Investment Returns?

Our team of financial experts is ready to help you develop a personalized investment strategy that aligns with your goals.