About
What drives you, drives us!
Major life transitions have a way of bringing everything to the surface at once—emotion, pressure, opportunity, and uncertainty. You may be excited about what’s possible… and still want to make sure you don’t make a costly mistake in the moment.
We’ve seen it again and again: it’s rarely one big decision that creates regret—it’s moving too fast without a plan. Our mission is to bring structure, patience, and clarity to the moments that matter most, so you can make decisions that support the future you’re building.
What makes us different?
Unlike advisors who lead with products or portfolios, we take a game-plan-first approach.
When money moves, the right question usually isn’t “What should I invest in?” It’s: “What does this decision change—and what do I need to protect?”
We act like your financial coach: we help you organize the moving parts (tax timing, cash flow, protection, retirement, estate coordination) and map out your options so you’re not forcing the play under pressure. When the plan is clear, the next move gets a lot easier.
Meet your financial advisor & coach for life’s biggest plays
I’m Brett, founder of Uptown Wealth Management—a financial advisor who helps Canadians make smart decisions when money is in motion.
That might be an inheritance, a job change with a pension or severance decision, a separation, a business sale, a real estate move, or the transition into retirement. These are the moments where the next decision matters—and where a clear game plan can prevent an expensive turnover.
With over two decades in financial services and a lifelong passion for hockey, I’ve learned that good financial planning looks a lot like a good power play: you slow the game down, keep your head up, and see the full ice before you force a move.
My role is to help you build a financial strategy that supports your goals—today and in the long run—by bringing clarity to the moving parts: cash flow, investing, taxes, insurance, retirement, and estate planning coordination.
My approach is built on flexibility, trust, and real-life solutions. I know your schedule is full—and your financial plan shouldn’t feel like another job. That’s why I focus on making the process straightforward, calm, and easy to follow, especially during seasons of change.
When I’m not helping clients build their game plan, you’ll find me at the rink, on the golf course, or cheering on my two boys in their own sports journeys.