For major life transitions when money moves
Do you have a big decision in front of you—inheritance, separation, real estate proceeds, retirement timing, or another major transition—and you want to make sure your next move supports the bigger plan? These moments come with deadlines, tax questions, and “what now?” decisions. A clear game plan helps you move forward with structure, not noise.
For professionals & businesses with money in motion
Did you change jobs, receive severance/bonus/stock compensation, need to decide what to do with an old pension, or experience a liquidity event in your business? When money moves, small decisions can have big ripple effects—taxes, benefits, insurance, retirement timing, and how everything fits together.
1st Period: The discovery meeting to assess what changed & what decisions matter
Before making any major financial move, we start with a discovery session to understand your situation, deadlines, and the decisions in front of you. Many people want to jump straight to “what should I invest in,” but when money is in motion, it’s about more than investing. Without a game plan, it’s like taking a shot without aiming. We’ll review what you have in place and what needs to be coordinated—cash flow, tax considerations, protection, and long-term goals.
2nd Period: Building your Money in Motion game plan
A successful team follows a game plan—your finances should be no different. Once we understand your situation, we build a clear plan that maps the options, highlights trade-offs, and protects you from costly mistakes. This is where we connect the dots across cash flow, investing, taxes, insurance, retirement, and estate planning coordination.
3rd Period: Regular reviews & strategic adjustments
A great coach doesn’t set a plan and walk away—they review performance, adjust, and refine strategy. That’s why we schedule regular check-ins (at least twice a year) and also adjust as life changes. Money moves more than once in life. The plan should be built to keep up.
Meet your financial advisor & coach for life’s biggest money moves
I’m Brett, founder of Uptown Wealth Management. I help Canadians make smart financial decisions when money is in motion—inheritance, job changes, pension decisions, separation, business sale proceeds, real estate moves, and retirement transitions.
With over two decades in financial services and a lifelong passion for hockey, I bring a calm, structured approach to high-stakes decisions.
Good planning is a lot like a good power play: patience, structure, and knowing your options before you force the play.