Bird’s Eye
Wealth Planners
Goals-Based Planning. Evidence-Based Wealth Planning.
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Take Flight
Goals-Based Planning. Evidence-Based Investing.
Take Flight
DREAM
True wealth is about more than just your account balance.
it's about using your money to fulfill your dreams.
WHO WE ARE
ABOUT BIRD’S EYE
Bird's Eye Wealth Planners is a Toronto-based firm, committed to redefining wealth planning as more than just managing investment assets. With a strict focus on goals-based financial planning as the bedrock of everything we do for our clients, we can help you plan, prosper and live the life you want to live.
WHAT WE DO
OUR Planning SERVICES
Financial Planning
At Bird's Eye Wealth Planners, we believe that EVERYONE deserves a personalized, goals-based financial plan. Planning assists with decision making and empowers you to make the choices that are right for your family by giving you an accurate snapshot of where you are now, and where you're going. Think of it like a compass guiding you toward the future you want.
Estate Planning
Estate planning is pivotal in safeguarding your financial legacy and leaving behind a reflection of your values, beliefs, and future vision. We acknowledge the emotional complexity of this process, which demands thoughtful consideration of your family's unique circumstances. We are committed to crafting a personalized plan tailored to protect your assets and provide for your loved ones long after you're gone.
Cross-Border Planning
Our team specializes in cross-border financial planning, providing guidance and support throughout the process of moving to or from the US. We'll help you ensure your assets are invested optimally to avoid common pitfalls when dealing with the US tax system. We are dedicated to guiding our clients through the complicated maze that can be involved when you have international financial ties.
Retirement Planning
Retirement is a transformative milestone, and the decision of when to retire can be daunting. We can help with this by building a financial plan, looking at your retirement package options, and discussing your post-retirement goals. Together, we'll create a personalized roadmap aligned with your goals and financial aspirations, ensuring your security and enabling you to embrace life fully.
WHAT WE DO
OUR Process
What do we mean when we say
Goals-Based Planning?
Goals-based planning is a collaborative process tailored for our busy clients, aimed at discovering matters most to them. By leveraging available tools and resources, we orient their financial trajectory towards meeting those goals. Of course life changes and your goals will change with it, so we consider planning as the compass to point you in the right direction rather than a rigid map to adhere to all the way.
What do we mean when we say
Evidence-Based Investing?
Evidence-based planning hinges on academic research, shaping client investment portfolios to maximize your chance of success. We are a Partner Firm of Q Wealth Partners, a registered Portfolio Manager, who focuses on global markets, and anchors their portfolios with Exchange Traded Funds, complimented by value and momentum strategies. Their approach aims to deliver superior performance while mitigating volatility.
Our Team
Meet Your Planners
Sam Rook
Wealth Advisor, Founding Partner
Portfolio Manager, Managing Partner, Quintessence Wealth
Sam Rook
Wealth Advisor, Founding Partner

Sam has spent 20 years working with families from around the world. Always striving to stay on top of advances in financial advice has lead him down the path of goals-based planning and evidence-based investing as the path for real financial success for clients.

Sam’s role will be to manage both the planning and investing side of the business to work together towards your goals.

He lives in Mississauga with his wife, Celyne and two children, 1 itchy dog and a turtle. He loves coaching his daughter’s hockey and cheering for the Raptors.

Chelsea Prime-Ricchio
Wealth Advisor
Chelsea Prime-Ricchio
Wealth Advisor

Chelsea’s work at Bird’s Eye is focused on financial planning. She will work with you as needed to create an up to date, holistic plan for you and your family. She is currently pursuing her CFP designation. Chelsea lives in Toronto with her husband, 2 cats and a very needy rescue dog. Recently she got way more into crocheting than is probably healthy for a 30-something year old woman.

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