We’re high-net-worth advisors who know that true wealth isn’t measured in numbers alone. It’s found in the peace of mind that comes from a plan built entirely around you.
With more than 25 years of experience guiding affluent families, business owners, and pre-retirees across Toronto and beyond, we do what other high-net-worth wealth management firms often don’t: We slow down. We ask questions. We take the time to understand what really matters to you and your family, then build a strategy that reflects your values as much as your balance sheet.
Next-Level Personalization—Every Meeting, Every Plan, Just for You
Most people have never experienced financial planning at this level of customization—and frankly, it can be surprising. As Toronto CERTIFIED FINANCIAL PLANNER® professionals, we believe that no two clients should ever get the same plan. We design each meeting around what you need that day, whether it’s pension planning, portfolio restructuring, or walking your children through the basics of smart investing.
No generic graphs. No cookie-cutter presentations. Just clear, relevant guidance every time you sit down with us. It’s why we’re considered some of the best financial advisors for high-net-worth individuals in Toronto.
Deep, Trust-Based Relationships
High-net-worth wealth management is personal—it’s your future, your family, your legacy. That’s why we work hard to ensure every relationship is grounded in clarity, consistency, and candid advice.
Our clients talk to us about more than money. They open up about their worries and their dreams. That level of trust doesn’t happen overnight—it’s earned over years of showing up, telling the truth, and helping clients feel in control of their wealth.
Accountability & Consistency—Helping You Stay on Track
Having a plan is only half the equation. Following through on it is where the real work happens. As high-wealth financial advisors, we keep our clients accountable to their goals by showing up with consistency, clarity, and a steady hand.
We’re not afraid to have the tough conversations. Whether it’s adjusting your spending habits, reassessing your investment mix, or getting serious about succession planning, we’ll help you stay aligned—even when it’s uncomfortable. That’s what high-net-worth wealth management really looks like: discipline, structure, and a partner who helps you stick with it.
Clarity & Confidence in Every Financial Decision
We help you get clarity on your whole financial world. Whether we’re walking you through pension sharing options or explaining tax-efficient withdrawal strategies, we make sure you walk away informed, not confused.
Our goal is simple: give you the confidence to make smart, well-informed decisions—without second-guessing yourself.
Your Partner for the Long Run
At Wherry & Associates, we see financial planning as an ongoing relationship. As your goals evolve, your life expands, and new opportunities appear, we’re right beside you. You’ll always know where you stand, what comes next, and how your money is working for you.
With the right team on your side, you’ll get more from your money and life.
Let’s build a plan that feels personal, powerful, and entirely yours. This is high-net-worth wealth management the way it should be.