Built on Expertise.
Driven by Results.
Maple Groove Wealth Planners was founded on a simple conviction: that Canadians with complex financial lives deserve advisors who match that complexity. Too many high-net-worth families are receiving average service and advice for high fees, packaged as exclusivity and value. Maple Groove Wealth Planners challenges the status quo.
We deliver the high-net-worth experience at a genuinely competitive price by keeping overhead lean, leveraging technology, and removing layers of unnecessary management that too often stand between an advisor and what is truly best for the client. Canada carries some of the highest advisory fees in the world, and meaningful competition has been long overdue.
Operating under the regulatory umbrella of Designed Securities Ltd., one of Canada's leading independent investment dealers, we combine the institutional credibility of a large firm with the personalized attention of a boutique practice. By drawing on deep expertise in artificial intelligence, computer programming, and data analytics, Maple Groove Wealth Planners delivers the collective insight of an entire high-end wealth team, with the accountability of a single trusted advisor.
Our technology foundation also enables something most wealth firms cannot offer: the ability to help clients reduce their digital footprint and sharpen their personal cybersecurity posture, protecting the wealth they have worked to build.
Maple Groove Wealth Planners deploys a proprietary suite of fully custom-built analytical tools to identify and select high-quality investments, enabling highly informed decisions in products unavailable through public stock markets. We also offer access to almost all public market products and have hands-on experience in options and other unique and critical investment pieces.
Aviso Wealth, the custodian behind Designed Securities Ltd., holds over $175 billion in assets under administration and management, backed by Desjardins Group and the Co-operators/CUMIS, and serves hundreds of credit unions and over 500,000 clients nationwide. Through this partnership, Designed Securities Ltd. operates in the same field, under the same rules, in the same stadium as Canada's largest financial institutions.
The Principles We Plan By
Precision
Every recommendation is backed by rigorous analysis, not generic templates.
Client-First
We measure success by your outcomes, not by product sales or commissions.
Expertise
Our advisors hold Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations with decades of combined experience.
Transparency
Full fee disclosure, plain-language reporting, and open access to your portfolio data.
The Advisors Behind the Plan
Trevor Lawrence
Over 20 years specializing in executive compensation, IPP structuring, and business succession planning for Canadian owner-operators. Over a decade in advanced computer usage such as object-oriented programming, web development, server management, hardware management and optimization, graphics, file structures, security, TCP/IP, and networks; technology apperception beyond the typical advisor. Keeping your data privacy top of mind.
Who We Serve Best
Maple Groove Wealth Planners is built for Canadians with complex financial lives who have outgrown generic advice.
Entrepreneurs navigating corporate structures, IPPs, and succession planning, or high-income professionals who need aggressive tax optimization and advanced wealth structuring beyond standard RRSP/TFSA strategies.
Individuals within five years of retirement, or already retired, who need a transition from wealth accumulation to a durable, tax-efficient decumulation strategy that protects their lifestyle against market volatility and inflation.
Families managing significant multi-generational wealth, real estate holdings, or complex estate planning needs who require a central strategist to coordinate with their accountants and legal counsel.
If you have a straightforward financial situation and simply need a place to park an RRSP, a low-cost robo-advisor is likely a better fit. But if your financial life has reached a level of complexity where the details matter and mistakes are expensive, that is exactly where we do our best work.
Designed Securities Ltd., Registered Investment Dealer
Designed Securities Ltd. is an independent, dual-registered investment dealer providing a range of investment products and solutions. Designed Securities Ltd. is a member of the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF).