Founded in 1996, Polaris Wealth Advisory Group is a national Registered Investment Advisor (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm offers comprehensive wealth management services, including financial planning, retirement planning, and customized investment portfolio management. They emphasize a disciplined, rules-based investment process called the "NorthStar" approach, designed to navigate various market conditions while managing risk. As a fee-only advisor, their revenue comes directly from client fees rather than commissions on product sales, aiming to align their interests with those of their clients.

Founded in

Canada