Polaris Wealth is an independent, fiduciary wealth management firm based in Ottawa and a division of Polaris Financial Inc. The firm provides fee-based investment management and financial planning, helping clients organize and manage their financial needs through a full-service approach. Its services include creating and managing investment portfolios designed to be low-cost and tax-efficient, preparing comprehensive financial plans, and addressing tax, estate, and life insurance needs.

Clients in the full-service program work with a dedicated portfolio manager who serves as their financial advisor, with regular meetings to review progress and keep plans on track. A minimum investment of $500,000 is required to qualify for this service. Prospective clients can arrange a meeting to discuss onboarding, while current and prospective clients can contact the firm by email or telephone with questions.

Polaris Wealth’s office is located on Preston Street in Ottawa, Ontario. The firm’s website also provides information about its people, investment philosophy, custodians, platforms and pricing, frequently asked questions, and client resources