Bird's Eye Wealth Planners | Goals-Based Planning. Evidence-Based Investing.

Goals-Based Planning. Evidence-Based Investing.

Bird’s Eye

Wealth Planners

Goals-Based Planning. Evidence-Based Wealth Planning.

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Goals-Based Planning. Evidence-Based Investing.

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.

Book a Meeting About Q Wealth

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.

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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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Let's
Connect

We're Looking forward
to helping you

Book an Appointment

334 Adelaide St W. Suite 209 Toronto, ON M5V 0M1
info@birdseyewealth.com
416-735-2590

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Bird's Eye Wealth Planners. As a client of Q Wealth, you may receive services from both Q Wealth and Bird's Eye Wealth Planners. Note that individuals from Bird's Eye Wealth Planners will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Bird's Eye Wealth Planners may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

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Bird's Eye Wealth Planners
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