Strata Wealth & Risk Management is an independent financial advice and wealth management firm serving individuals and businesses in Simcoe County and Muskoka. The firm helps clients make informed financial decisions through tailored strategies built around their full financial circumstances, priorities, and long-term goals. Its clients include entrepreneurs, families, young professionals, people approaching retirement or already retired, and businesses.

Strata’s services cover retirement and cash-flow planning, investing, estate planning, insurance, tax-saving strategies, living benefits, workplace benefits, and business succession planning. The firm also offers mortgages, bookkeeping, tax preparation, and QROPS services. Its process moves from an introductory conversation and fit assessment through discovery and recommendations, then continues with support as clients put their plans into practice.

Strata emphasizes understanding each client’s broader financial picture, rather than focusing only on investable assets, and says it puts clients’ interests first. The organization also highlights strategic partners and related offerings in mortgages, accounting, wellness, life insurance, and annuities.