Financial planning and wealth management for Millennials and Gen-X Canadians
Expert guidance for new wealth and what comes next, so you can protect what you’ve gained and feel like you’re on track.
We’re not your parents’ financial advisor
We know money gets complicated, especially if you’ve recently become wealthy by way of gift, inheritance, promotion or windfall.
That’s why we don’t just plug your wealth into a portfolio and forget about it. We take the time to learn your story, understand your priorities, and optimize your financial position.
We build clear, personalized plans that grow your capital, protect what you’ve earned or received and set you up for what’s next.
Learn more about working with us
Meet the owner
Practical advice.
That's Greg.
He knows how to make the complicated financial stuff simple, and more importantly deliver results.
Personalized planning, low fee tax-smart investing, insurance strategies and genuine care for what matters most to you.
Here’s what makes us different.
Low- fee portfolio management
We only use low fee product. Our investing strategy is evidence based. Our monthly fee for service is simple to understand and tied to your assets - our average client pays less than 1%. No transfer in or out fees, commission charges, load fees or trade fees.
A modern approach
We use best in class software to deliver accurate projections and simplify complex financial decisions. We onboard clients electronically and all documents can be signed online. We connect with clients the way they want to be connected with - Phone, Online Video or in Person.
Proactive service model
Our clients hear from us on a regular basis. Backed by a team with over 100 years of combined experience, our turn around times are quick. We proactively reach out to clients for review meetings and to ensure they’re on track with their plan.
No fee financial planning
Financial planning is free for those who invest with us, unlike other advisors or firms who typically charge for both separately.
Who Do We Help?
Wealth Transfer Recipients
You've received an inheritance — now what? Sudden wealth brings emotional weight. We help you make sense of the moment and create a thoughtful plan.
Wealth Transition Planning
We help you slow things down, talk through uncertainty, and build a plan.
Tax & Estate Optimization
We structure your assets with smart tax planning and inheritance strategies.
Personalized Support
No matter the time of day, our team is here to support you.
HENRYs (High Earners, Not Rich Yet)
You're making serious income — now's the time to build a smart foundation for long-term wealth.
Compensation Planning
We help you make the most of your income through salary vs. dividend strategies, equity compensation planning, and tax-efficient withdrawals.
Goal-Based Financial Planning
Your plan grows with you — using future-focused tools, adaptable strategies, and guidance that brings clarity and confidence.
Investment Management
We build low-fee, evidence-based portfolios with transparent advice that keeps your investments simple and aligned with your goals.
Windfall Recipients
Whether it’s a lottery win, lawsuit, or insurance payout — sudden money is emotional. We help you move from reactive to proactive.
Stabilize First
We start with a no-pressure conversation to help you process the emotions around sudden wealth and avoid rushed decisions.
Strategic Wealth Planning
We bring clarity with tailored tax and estate strategies, scenario modeling through Conquest, and a plan built around your life.
Confident Implementation
From virtual meetings to digital signatures and ongoing video updates, we make managing your wealth easy and seamless.
In the Know, On LinkedIn
Greg’s
Latest Content
Get financial tips, market updates, and behind-the-scenes looks at how we help clients grow and protect their wealth.
Our Process
Here's what to expect.
Find out if
we are a good fit
to work together
We’ll cover transfer fees for migrating accounts/wealth to us
No transfer-out fees if you choose to leave
Use of low-fee products and fee savings if you transfer from another advisor
Lighting fast response times from the team
Step 1
Discover & Plan: We learn your story, your goals, and how wealth fits into your life. This meeting is typically 15-45 minutes.
Step 2
Build Your Strategy: We create a clear, personalized plan. You then transfer assets to us for us to execute.
Step 3
Handle & Support: We execute the plan, keep it running smoothly, and adapt as life changes. We then meet to discuss your progress at least once a year (or more if needed).
Our Testimonials
Check out what our clients have to say
"We’ve been clients for over 20 years and continue to feel confident in the hands of Sykora Financial. Greg Sykora has impressed us with his knowledge, professionalism, and hospitable nature."
"The goal at this stage of my life is to fund a comfortable retirement while maximizing my assets and offsetting the impact of any future tax increases and inflation. Greg Sykora has helped me create a solid financial and estate plan that does just that."
"Sykora Financial team have looked after my family for over 20 years. They have a high level of expertise and have worked with my tax and legal professionals to create very effective integrated solutions involving investment and estate planning. "
"The Sykora team have provided valuable guidance with my personal and corporate investments as well as my estate."
Our Latest Posts
Explore actionable tips that improve your daily finances
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Interested in becoming a client?
Tell us a bit about yourself and we’ll take it from there.