Founded in 2010 by Paul Craft and David Little, Uptown Wealth Management Inc. is an independent financial advisory firm based in Waterloo, Ontario. The company's mission is to provide comprehensive and personalized financial guidance by integrating financial planning, investment management, insurance, and tax & estate planning. They operate as a boutique firm, focusing on building long-term relationships with clients to help them achieve their financial goals through a disciplined and evidence-based approach.

Founded in

Canada