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Working With You
So Your Plan Works For You
Consilium Wealth & Advisory prides itself on its core values of Ethical Alignment (to our client's needs and goals), Objectivity (of opinion and selection of solutions in the marketplace), and Empowerment through Education (so that decisions about our client's financial future are an intellectually collaborative process).
Our Story
Personal Profile
Consilium began in early 2016 after its founders left their positions in large corporations that catered to retail investment management in the mutual fund space. We had issues with what we perceived as ethical conflicts that existed between the best interest of the client and incentives of our respective firms; the best solution was not offered as a default on account of corporate bias.
It took almost a year before launching the business to be properly vetted by some of Canada's largest and most reputable private wealth management firms, some of whom are well known to manage money for large pension funds and the country's wealthiest families. The most important feature of our being accepted into this space and with these managers was our ethical alignment to the needs of our clients, and desire to uphold the reputation of integrity not only for ourselves, but our partner firms.
Consilium started with the intention of democratizing access to elite financial solutions as well as empowering the average Canadian with greater knowledge of financial concepts so as to make sound decisions for their future. We also started so as to act as a 'private wealth' platform for everyone - using tools that would be relevant to all types of investors.
Our Mission
Our mission is to help our clients achieve their financial goals and aspirations by upholding their best interests through objectivity.
We want you to feel empowered by understanding your financial situation and options, and confident in making informed decisions that align with your goals and values.
Why Choose Consilium?
We are dedicated to providing a personal experience that ensures each client is confident in the success of their financial goals.
Our Unique Services Include:
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Asset management platforms that require direct relationships that are not accessible to the public.
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A focus on fully integrating all aspects of our client's financial well-being.
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Accessibility to a full suite of financial tools across multiple disciplines.
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Your one-stop solution to the highest quality service for insurance, financial planning, and wealth management solutions.
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Providing clients with solutions to attain their individual financial goals and needs.
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Ensure our client's financial tools, products, and professionals are fully integrated to yield optimal results based on their desired outcomes.
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Collaborating with external resources to facilitate fulfillment of internal financial objectives, providing clients with a holistic approach.
What Our Clients Say
Dr. Jamie Wiebe
"I met Daniel in 2015 following an introduction from a friend. I was looking to get more serious about investing, but really didn't know what I didn't know. Approximately 10 years later, including moves from Toronto to Vancouver to Australia, Daniel has proactively had regular check-ins with me to assess progress, strategy, discuss the market and fine-tune direction where needed. As well, he is always a call away should I have questions. I could not ask for a more genuine, informed and committed person to assist me with what really is one of the most important things in life: financial health. No question is too stupid, his patience is unmatched, and he leveraged his strong and expansive relationships in the industry to ensure the best possible match with my own goals. No question, I recommend Daniel to anyone wanting a wealth expert to move closer to your goals."
Get Updates
Contact Consilium Wealth & Advisory Inc. for a holistic and integrative approach to your private wealth and insurance management plan.