Clarity over complexity

Aura Advisory Program is a modern wealth advisory organization. With teams in Vancouver, Toronto, and Calgary — serving families across Canada.

Our story

Aura was built on a simple observation: the average Canadian family has never had a real financial plan — they’ve had products. A policy sold in one meeting. A mutual fund opened at a bank branch. Advice that ended when the transaction closed.

We believe families deserve what wealthy families have always had: one team that sees the whole picture, explains it in plain language, and stays accountable to the plan year after year.

That’s why we invest so heavily in how our advisors are trained, how our process is defined, and how technology supports the work. Not because it’s fashionable — because it’s what makes advice trustworthy.

A grandparent and child walking together along the shoreline

Three cities. One standard.

Aura teams work from Vancouver, Toronto, and Calgary — and serve families in every province, in person and virtually.

The Vancouver skyline across the water at dusk
Vancouver
The Toronto skyline and CN Tower reflected at night
Toronto
The Calgary skyline lit up in the evening
Calgary

Families, professionals, and business owners

Our clients are people building something worth protecting: young families securing their income, established households growing tax-efficiently, professionals planning retirement, and business owners whose company is the family asset.

Three commitments we don’t bend

Clarity over complexity

If you can’t explain the plan back to us, we haven’t finished the job. Every recommendation comes in plain language, with the reasoning attached.

Education first

We educate before we advise. Clients who understand their plan make better decisions — and hold us to a higher standard. We want both.

Long-term relationships

A plan is a living thing. We review it as your life changes — new home, new child, new business, new chapter — for years, not quarters.

125+
Licensed advisors
5,000+
Clients across Canada

Meet the team behind the plan.

See how our advisors are developed — and why that matters for your family.

Our Team