ADP Financial

At ADP Financial, we understand the importance of preserving, growing, and transferring wealth to the next generation or designated beneficiaries. As a leading financial planning firm, we provide comprehensive wealth management solutions to high net-worth individuals, corporations, and new immigrant families.

Our Philosophy

We firmly believe in always placing our clients' needs and best interests first and maintaining the highest level of clients' confidentiality. As a fee and commission-based financial planning firm, we provide a detailed analysis of our clients' overall financial situation and inform and educate them on the common and complex financial planning issues and challenges they may face in Canada.

Our History

ADP Financial started its business in the early 1990s in Toronto, Ontario, and later expanded its service to Vancouver, British Columbia, in the early 2000s. With over 20 years of experience, we have been providing the highest quality wealth management and financial planning services to thousands of our clients.

Our Leadership Team

Our team is led by Allen Dai, a Certified Financial Planner (CFP) with over 20 years of experience providing comprehensive financial planning services. Allen is a proven and well-respected top financial advisor in the industry, and is a life member of the Million Dollar Round Table and a member of ADVOCIS, The Financial Association of Canada. Our team of dedicated, service-oriented, and professional support staff work closely with senior legal and accounting professionals to ensure that our clients receive the highest level of client service.

Our Services

We offer a wide range of services to solve your different financial planning needs. Our services include investment strategies, insurance strategies, retirement planning strategies, estate planning strategies, as well as education funding strategies. We use various financial instruments to form effective strategies and solutions to solve our clients' overall needs in preserving wealth, growing wealth, and transferring their wealth to the next generation or designated beneficiaries.

Preserve Wealth

Are you looking for a more stable and secure investment alternative? Do you want to be rest assured that your next generation will always be guaranteed with more than 100% of your investments? Our wealth preservation strategies aim to minimize risk and maximize returns, ensuring that your wealth is protected and preserved for generations to come.

Grow Wealth

Are you aware of the tax burdens you are going to face on different categories of your assets in Canada or other jurisdictions around the world when your family wealth is transferred to the next generation? Our wealth growth strategies aim to maximize returns and minimize taxes, ensuring that your wealth grows exponentially over time.

Transfer Wealth

Is it important to you that your children or the beneficiary receives as much of the wealth that you have spent a lifetime accumulating? Our wealth transfer strategies aim to minimize taxes and maximize the amount of wealth transferred to your beneficiaries, ensuring that your legacy lives on.

Individuals

We provide customized financial planning solutions to high net-worth individuals, including investment strategies, insurance strategies, retirement planning strategies, estate planning strategies, as well as education funding strategies.

Corporations

We provide comprehensive financial planning solutions to corporations, including tax planning strategies, business succession planning strategies, and employee benefit planning strategies.