ABOUT
Welcome to Onvisor, where your financial journey begins with education and empowerment.
Our promise is to simplify the complexities of personal finance in order to provide personalized guidance tailored to your unique situation & goals.
We believe that informed decisions lead to a brighter financial future, and our mission is to equip you with the tools and knowledge necessary to plan your best life. Whether you're saving for retirement, investing in your dreams, or navigating life’s transitions, Onvisor is with you every step of the way.
Together, let’s work towards a brighter financial future.
Why Onvisor?
We’ve built Onvisor on
three simple principles:
Comfort
We’re here to help not to sell. The advice is the product.
Convenience
A digital platform ready when you are. Learn at your own pace and get advice on-demand.
Clarity
Move forward feeling empowered and in control of your financial future.
Plan Your Finances Project
Build Your Financial Foundation with Confidence
Join our signature course designed to help Canadians take control of their money — once and for all.
This self-paced, online program breaks personal finance down into simple, actionable steps so you can budget better, tackle debt, and grow your savings with purpose.
Financial advice done differently
Invest in yourself today.
Take the first step towards the future you deserve.
WHAT WE OFFER
Advice & Planning
Comprehensive guidance, knowledge & solutions designed to help you manage, grow, and protect your financial wellbeing for long-term success.
Learning & Coaching
Learn the skills and knowledge needed to move forward on your financial journey. Our online academy is a collection of lessons and tools with key financial planning concepts and useful frameworks designed to help you plan your best life.
Speaking & Training
Prioritize your financial wellbeing. For groups & events looking for a refreshing take on financial education.