We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.
Stressed out Couple
Dominic and Esther are in their mid-to-late 30s. He is a successful engineer and she is a well-paid marketing consultant with an I.T. company in Toronto. They have been married for 12 years and have three children, ages 10, 7, and 5. As a working couple with three young children, they barely have time to evaluate their finances. They have very ambitious goals but have never found the time to map out how they will attain them…
Single Working Mom
Glenda is a working mother of two boys in her early 40s. As Nurse Practitioner, she earned a healthy salary that she was quite proud of. A few years ago, she met with a financial advisor in an attempt to make sure that she was on track financially. The advisor she met with convinced her to take out an investment loan to get a tax write-off. Glenda’s investment portfolio wasn’t doing well and due to the state of the market…
Tony is a young professional who has worked his way up the corporate ladder over the last 11 years. He now earns a six-figure salary and for the first time in his life, he feels that he can really start planning for his future. Tony bought a condo in Richmond Hill a few years ago, and also has some small investments but “nothing substantial”. He would love to invest in more properties…
Medical Professional/Business Owner
Stanley is a busy Obstetrician/Gynecologist who, over the years, has accumulated sizable capital within his corporation. He is beginning to think about retirement and estimates that in another 15 years he would really like to slow things down. He would also like to move some money out of his corporation…
"Seun is an intelligent, articulate, resourceful Financial Advisor. Seun's ability to work from concept to final output is one of many unique and valuable talents."
"Seun is intellectual, knowledgeable and current when it comes to Financial matters. Above all, he is personable and loves what he does, helping clients meet their financial goals and lay a firm foundation for their families."
"I cannot recommend Seun enough for the work he did with me on my personal financial planning. Through his advice I have pretty much achieved a number of short-term and medium-term objectives I laid out with him almost 2 years ago. I extremely highly recommend him and would always do so."
"Seun was patient with me and never condescending when I had questions that may have seemed very simple to the financial expert but complicated to someone like me."
"As a Financial Advisor Seun goes above and beyond to make sure that his clients receive prudent, sound and timely financial advice based on strategic and values driven decisions."
"We were very impressed when Seun not only came to our home, but took an in-depth look into our financial assets and helped us come up with a plan for debt-repayment and investment opportunities. "
"I think the most important thing for me is having someone who cares beyond having clients on his Rolodex; this is what I get every time I speak with him. Thank you Seun for coming into my life at the time you did."
"The impact his work has had and keeps having on the way i manage not only my finances, but also my current and future plans as a young individual, is beyond exceptional. "
Want To Learn The Secrets to Protecting Your Investments in Volatile Markets?
The Dollar Savvy Podcast
My conversation with CPA Joel Nicoloff evolves as we dive into the principles of economics, how value is determined, minimum wage and why it rarely solves the problem it is intended to solve and other random thoughts. Enjoy.
There are 6 steps to the wealth transfer process. on this episode we cover the tools and techniques to successfully and effectively transfer your wealth.
How do you love your children equally but treat them uniquely? If you left an equal amount to your adult children right now do you think they would use it responsibly?
From The Blog
Does More Money Equal More Happiness?
"Indeed money is necessary for daily living, but it cannot bring us happiness (or true joy), and neither should its absence make us sad or joyless. In other words, more money does not equal happiness and less money does not equal sadness." […]
Living in the Tension of Prosperity
Do you feel wealthy? I am sure there are some reading this article who do, but my experience tells me that most people reading this article don’t feel wealthy. Perhaps that stems from living in a society that is so affluent that it has become hard to identify what it really means to be wealthy. […]
From The PRESS
His application of these principles cover a broad range of fiscal attitudes that will challenge your view of money and why you make certain financial decisions. With each individually-tailored approach, Seun provides one on one support as clients learn to engage a biblical perspective in all aspects of their financial lives; from planning for retirement, to saving and investing along with charitable giving, to simple cash flow planning and managing debt.
The details of money management can be a headache at best and an extremely sore spot at worst. No matter where you weigh in on the scale, you don’t have to go it alone.
Studies have shown that people who work with a Financial Advisor are almost three times more likely to achieve their objectives and to have more assets than those who do not. It’s time to grab hold of YOUR financial future and become a true steward of your wealth by partnering with Seun Adeyemi today.
my faith in God, my wife and my two boys
Basketball, Raptors fanatic for almost two decades. We the North!
Suits. Need I say more?
Elevation Worship, music that transports you to the throne of God
curled up binge watching TV shows or reading a book
My dad, John Piper, Dave Ramsey (in that order)
Sky Diving, learn to play golf, travel to Paris with my wife.
Tough Times Never Last, Start with Why, Rich Dad, Poor Dad
Mcdonalds, lol I know, call me cheap. It was totally impromptu
120 - 2005 Sheppard Ave. East, Toronto, Ontario M2J 5B4
19 Sprucedale Way, Whitby ON L1N 9T8