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PurePath Financial - Homepage qweb purepath.homepage PurePath Financial | Wealth Management & Financial Planning — Canada
Trusted by 1,200+ Canadian Families

A clearer path
to your financial
future

PurePath Financial provides purpose-driven wealth management, retirement planning, and investment guidance — built around your life, not just your portfolio.

Explore Services
Regulated by
IIROC MFDA CIPF CSA OSFI
$2.4B
Assets Under Management
+14.2% YTD
97%
Client Retention Rate
5-year avg.
Our Services

Everything your
wealth needs

From first-time investors to multi-generational wealth planning, we have a dedicated service pathway for every stage of your financial life.

Wealth Management

Comprehensive portfolio construction and management strategies tailored to your risk tolerance, time horizon, and life goals. We integrate tax-efficient investing with your broader financial plan.

Portfolio Design Tax Optimization ESG Investing
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Retirement Planning

Strategic RRSP, TFSA, and pension optimization so you can retire on your terms. We model multiple scenarios to ensure income security throughout your retirement years.

RRSP/TFSA CPP Strategy Income Planning
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Financial Planning

A holistic blueprint covering cash flow, debt management, insurance needs, and estate planning. Your personalized financial plan evolves as your life does.

Cash Flow Debt Strategy Estate Planning
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Investment Advisory

Access to institutional-quality investment strategies — equities, fixed income, alternatives, and private markets. Active and passive approaches blended for optimal risk-adjusted returns.

Equities Fixed Income Alternatives
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Business Owner Services

Specialized financial strategies for incorporated business owners in Canada — including corporate investment structures, key-person insurance, and succession planning.

Corporate Investing Succession Owner Benefits
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Family Wealth

Multi-generational wealth transfer, trust structures, and charitable giving strategies that preserve your legacy while minimizing tax exposure across generations.

Trusts Gift Strategies Philanthropy
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$2.4B+
Assets Under Management
1,200+
Canadian Families Served
97%
Client Retention Rate
18 yrs
Serving Canadians
Why PurePath

We measure success
your way

Numbers matter, but what they represent matters more. Every metric we track is tied back to your specific goals.

Fiduciary Standard We are legally and ethically required to act in your best interest — always, without exception.
Dedicated Advisor You get one primary advisor who knows your full picture — not a call centre or rotating roster.
Transparent Pricing No hidden fees, no surprises. Our fee structure is clear before you commit to anything.
Our Process

The path to financial clarity

A structured, transparent process so you always know where you are and where you're headed.

01

Discovery Call

A 30-minute no-obligation conversation to understand your goals, current situation, and what's keeping you up at night financially.

02

Financial Snapshot

We review your full financial picture — income, assets, liabilities, insurance, and tax situation — to identify opportunities and gaps.

03

Your Custom Plan

A written, comprehensive financial plan with clear recommendations, priority actions, and projected outcomes for your specific goals.

04

Implementation

We handle the paperwork, account transfers, and coordinating with other professionals (accountants, lawyers) so you can focus on living your life.

05

Ongoing Partnership

Regular review meetings, proactive tax planning, and real-time access to your portfolio. We adapt your plan as life evolves.

01

Business Assessment

We assess your corporate structure, retained earnings, shareholder agreements, and how your business fits into your personal financial plan.

02

Tax Efficiency Review

Salary vs. dividend optimization, corporate-class investing, and CCPC-specific tax strategies to maximize after-tax wealth.

03

Investment Integration

Coordinating your corporate investment portfolio with personal accounts to minimize tax drag and optimize across all entities you control.

04

Succession Planning

Whether you're 10 years from exit or actively exploring options, we help structure a plan that maximizes your business sale or transfer outcomes.

01

Family Meeting

A facilitated conversation with key family members to align on values, goals, and any sensitivities around wealth and inheritance.

02

Estate Architecture

Wills, powers of attorney, trusts, and beneficiary designations — structured to minimize probate and taxes while honoring your intentions.

03

Wealth Transfer

Gifting strategies, RESPs for the next generation, and family loan structures that build generational wealth without undue tax burden.

04

Legacy & Giving

Donor-advised funds, charitable remainder trusts, and foundation support for families with philanthropic goals as part of their legacy.

The Team

Advisors who genuinely care

Each member of our team holds advanced certifications and brings a deep commitment to client-first financial guidance.

AB
Ahmed Bello
Founder & Lead Advisor
MSC
MT
Marcus Tremblay
Senior Wealth Advisor
CFP® TEP QAFP
AN
Aisha Ndiaye
Retirement Specialist
CFP® RRC PFP
JC
James Chung
Investment Strategist
CFA® CIM® MBA
Client Stories

What our clients say

"We came to PurePath overwhelmed by our finances after selling our business. Within six months, we had a clear plan, our RRSP was fully optimized, and we felt genuinely confident about retirement for the first time."
DM
David & Marie-Claire Fontaine
Business Owners · Moncton, NB
"As a physician with a complicated income structure, I needed an advisor who understood CCPC investing and physician-specific planning. PurePath was exactly that — knowledgeable, proactive, and incredibly responsive."
RB
Dr. Renée Beaumont
Family Physician · Ottawa, ON
"I've worked with three financial advisors over 20 years. None came close to the quality of planning and genuine care I've received from the PurePath team. They feel like partners, not salespeople."
TK
Thomas Kowalski
Retired Engineer · Calgary, AB
"Starting from zero at 34 with a family, PurePath helped us build a real plan — not just an RRSP. Two years in, we have life insurance, a growing TFSA, and a clear path to being mortgage-free by 50."
SL
Samantha & Leo Bergeron
Young Professionals · Halifax, NS
Free Tool

Retirement
calculator

Estimate your retirement readiness in under 60 seconds. No email required.

Your Retirement Snapshot
Current Age 38
Retirement Age 65
Current Savings $120,000
Monthly Contribution $1,500
Expected Annual Return 6%
Projected Retirement Fund
$1,487,320
Based on your inputs. Assumes constant return rate. Not a guarantee.
Monthly Retirement Income
$6,197
Estimated monthly draw at 5% withdrawal rate, 25-year horizon
Years to Retirement
27 years
Your growth period from today
Contribution Total
$486,000
Your total personal contributions over the period
FAQ

Frequently asked questions

We work with clients at all stages of wealth accumulation. Our wealth management services typically require a minimum of $250,000 in investable assets, while our financial planning engagements are available from $5,000 annual fee basis. We also offer entry-level planning packages for Canadians who are just starting their financial journey.
Yes — all our advisors operate under a fiduciary standard. We are primarily fee-based, meaning we charge a transparent percentage of assets under management (typically 0.75%–1.25% annually depending on portfolio size). We do not earn commissions on product sales, eliminating conflicts of interest that are common in the industry.
While our headquarters are in Moncton, New Brunswick, we work with clients coast-to-coast. All meetings can be conducted virtually via secure video conferencing, and we have in-person meeting capabilities in Halifax, Fredericton, and Montreal. We are registered to advise clients in all provinces.
We manage virtually all Canadian registered and non-registered account types: RRSP, TFSA, RESP, RRIF, LIF, LIRA, non-registered investment accounts, and corporate investment accounts. Investment strategies include individual securities, ETFs, mutual funds, GICs, bonds, alternative investments, and private markets for qualifying investors.
All clients receive at minimum an annual comprehensive review meeting, a mid-year check-in, and quarterly portfolio reports. We also proactively reach out when significant market events, tax opportunities, or legislative changes (e.g. Federal Budget impacts) are relevant to your plan. You can also reach your advisor directly at any time via email or phone.
Yes. Client assets are held in custody by a separate, regulated custodian institution — they are never co-mingled with our firm's funds. Additionally, client accounts held with CIPF-member custodians are covered up to $1,000,000 per account category under the Canadian Investor Protection Fund, providing additional protection in the event a member firm becomes insolvent.
Get Started

Your path forward
starts with one call

Book a free 30-minute discovery call. No pressure, no jargon — just an honest conversation about your financial goals.

+1 506 899 4941
No obligation
No sales pitch
30 minutes, your schedule
Serving all of Canada