Financial Footprint is a wealth advisory firm serving clients across Canada and internationally, with a team of wealth advisors and client relationship professionals. The firm describes its approach as intelligent, clear and honest, emphasizing trusted support and collaboration with financial experts around the world. Its advisors include Jeff Swanson, Keith Malabar, Brad Blair, Mark Deeg, Fraser McDowell and Babak Zamani. The client relationship team provides wealth operations, private wealth coordination, licensed associate, administration and client service support.

Financial Footprint offers wealth management products and services, including mutual funds and certain segregated funds through the fund companies and Worldsource Financial Management Inc. Other products and services are provided through Financial Footprint Wealth Management, Footprint Financial Inc. and the named advisors. The firm highlights experience, tax savings and helping clients plan for their families’ financial well-being, based on client testimonials presented on its website. Its services are supported by dedicated operations and client service professionals, helping clients navigate their wealth needs through an advisory relationship.