# Crestview Wealth - **Website:** - **Primary alias:** `crestviewwealth.ca` ## Description Crestview Wealth is a boutique financial planning and wealth management practice led by Brayden Speight, CFP®, CIM®, serving clients in York Region. Built around a specialized, high-service approach, the practice focuses on helping people make informed decisions about retirement income, investments and the legacy they wish to leave. Its retirement planning services address CPP and OAS timing, pension integration, RRSP and RRIF withdrawal strategies, tax efficiency and sustainable income throughout retirement. Legacy and estate planning includes beneficiary alignment, tax-efficient inheritance, RRIF planning, charitable giving and coordination with clients’ lawyers and accountants. Crestview Wealth also offers evidence-based investment management and comprehensive wealth management, with investment products and services provided through IPC Securities Corporation. Life insurance products are provided through Financial Horizons. Brayden works directly with clients, developing a clear written plan and providing ongoing personal guidance. The practice emphasizes accessible advice, close client relationships and support across the stages of retirement. Prospective clients can book a complimentary, no-obligation 20-minute introductory call to explore whether the services are a suitable fit. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idBDMc-1sq/w/1736/h/1880/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791008594907) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Elm | #216c6c | accent | | Firefly | #0d1c27 | dark | | Spring Wood | #f6f3ed | light | ## Fonts - DM Sans — asset _(google)_ - DM Sans — asset _(google)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._