Protect. Grow. Compound.

Click here to learn more about our team

YD Wealth Partners

Experienced Portfolio Managers, supported by the top independent firm in Canada.

We are an experienced team of progressive thinkers, at the most progressive investment firm in Canada. Our clients appreciate our focus on protecting capital, achieving consistent returns, and compounding wealth. We have utilized this philosophy to develop a financial planning and investment process, which will help you achieve your financial goals.

Contact us today to discuss how we can help you. Protect. Grow. Compound.

Wooden walkway over windy field

Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Taxes

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

Read more

Train arriving, symbolizing timely insights

Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 23 February 2026

Earnings going global

It’s anyone’s guess if risk appetites will rise or fall in the coming months, though they’re more likely to fall given they do appear decently high right now.

Read more

Investor Strategy - February 2026

Same themes to start the year

The underlying foundation remains healthy and if the market pulls back enough could create an opportunity.

Read more

Foreign currency symbols

Canadian Forex

Foreign Exchange

Our clients get access to exclusive discounts and preferred service on foreign exchange transactions. We have partnered with CanadianForex to help our clients transfer money overseas easily, safely and efficiently. Register for this service or visit our Foreign Exchange page for more information.