Your financial life isn’t static. Neither is our advice.

Financial Planning That Grows With You

At Our House Wealth Advisors, our services are designed to support your evolving life—not just your portfolio. Whether you're navigating international residency, preparing for college expenses, planning retirement, or figuring out your next step—we help you organize, strategize, and move forward with purpose.

What Our Financial Planning Services Include

You won’t get a product pitch. You’ll get a partner.

Our services are built to serve your full financial picture, not just your investment accounts. Here's how we help:

Cross-Border Financial Planning

Guidance for Canadians living in the U.S. or navigating financial lives across both countries. We cover taxation, retirement accounts, residency planning, estate alignment, and more.

Education & College Planning

From first savings to FAFSA, we help families build flexible, realistic plans to support students—without compromising other financial goals.

Ongoing Subscription-Based Planning

A flat-fee monthly model that offers year-round access, continuous support, and a trusted partner to help you make confident financial decisions as life evolves.

Retirement Planning

Whether you’re years away or already retired, we help structure income, manage taxes, and adjust as your needs and lifestyle change.

Protection & Insurance Guidance

Thoughtful, pressure-free risk planning to help prepare for the unexpected.

Who We Serve

  • Canadian expats and dual citizens
  • Families planning for college or supporting multigenerational needs
  • Clients with no asset minimums
  • Professionals in transition (career, relocation, divorce, retirement)

Why Clients Choose Our House Wealth Advisors

  • Fiduciary and Independent: We work for you, not a product provider.


  • Local Roots, Cross-Border Expertise: We understand the regional and international nuances that affect your financial plan.


  • Tailored Advice at Every Stage: We meet you where you are—and stay with you as your life evolves.


  • No Asset Minimums: We believe everyone deserves financial advice they can trust, no matter their net worth.

Wherever You Are, We’re Nearby

Looking for financial planning services? We work with clients across the country—especially in retirement-friendly markets and thriving family hubs.

Let’s Build Your Plan—Together

Not Sure Where You Fit? That’s Okay.

Start with a conversation—and we’ll take it from there.

Schedule a Free Call →