Protect. Grow. Compound.

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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.

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Tax & Estate Planning

Strategies

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

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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Market Research

Insights

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

Market Ethos - 19 May 2026

Watching the clock

We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the recent advance. This is late cycle performance.

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Investor Strategy - April 2026

Navigate the noise

March was defined by uncertainty, something markets rarely tolerate well, leaving investors with few places to hide.

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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.