Modern wealth planning for Canadian families
We help families build, protect, and transfer wealth with clarity — one team, one plan, accountable to you.
Our advisors have access to solutions from Canada’s leading financial institutions
Access through licensed third-party providers. No partnership or endorsement is implied.
Fragmented advice is not a plan
Most Canadians get their financial advice in pieces — a bank here, an insurance policy there, an investment account somewhere else — with no plan connecting any of it. Aura brings it under one roof: one accountable team, looking at your whole picture, building one connected plan.
Four pillars. One connected plan.
Wealth Protection
Insurance-based planning that protects your family’s income, preserves your estate, and keeps a lifetime of work from unravelling in a single bad year.
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Wealth Building
TFSA, RESP, and RRSP strategies, investment planning, and tax-efficient growth — built around your goals, not a product shelf.
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Retirement & Legacy
Retirement income planning, wealth transfer, and family planning — so what you built becomes what your family keeps.
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Business Owners
Key-person protection, corporate structures, and succession planning for the people whose business is the family asset.
Learn more →Built differently. On purpose.
Advisors Trained Differently
Every Aura advisor completes our structured University program — a defined curriculum with defined milestones — before advising families. No one learns on your money.
AI-Powered Planning
Technology handles the paperwork, the follow-ups, and the admin — so your advisor’s time goes where it belongs: on you and your plan.
A Defined Process
From the first meeting to ongoing reviews, you know exactly what happens at every step. No mystery, no pressure — a process you can see.
A Team, Not a Salesperson
You work with an advisor backed by senior, high-producing mentors who review the work. Your plan gets more than one set of eyes — always.
A simple, defined process
Discovery conversation
We listen first. You tell us where you stand and what matters to your family — we map what you already have in place.
Your plan, side by side
We walk you through clear options and honest trade-offs, in plain language, until the choice is genuinely yours.
Implementation & ongoing review
We handle the paperwork and stay accountable — reviewing the plan as your life changes, year after year.
Thinking worth your time
The Double Tax Trap
Why Canadian business owners pay tax twice — and what the well-advised ones do differently.
The Insured Retirement Strategy
Most retirement accounts shrink every time you draw on them. There is a way to retire on an asset that keeps growing — by borrowing against it instead of draining it.
What Happens to Everything You’ve Built
Wealth transfers with structure, or erodes without it. The difference is decided while you’re here.
Client questions we answer
How do I protect my family’s income?
Am I building wealth tax-efficiently?
What happens to everything I’ve built?
These three questions decide most families’ financial outcomes — and most families have never had them answered in the same room. Aura answers them with one connected plan, built by one accountable team, reviewed as your life changes.
Speak with an Aura advisor.
A first conversation is simple: we listen, we map where you stand, and you leave knowing your next step — whether or not it’s with us.
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