Connected. Independent. Uniquely different but aligned in purpose. That’s the rhythm of building wealth.
Every voice, distinct.
Every element, aligned.
Wealth Well Orchestrated.
Sonance brings together a select group of advisory firms that share a common standard: practices built on deep client relationships, where every element of your financial life is aligned and coordinated so that decisions feel clearer and more connected.
Not a collection of separate conversations. A single, coherent picture. Well-orchestrated.
Wealth.
Well orchestrated.
Sonance refers to harmony, resonance, and working in concert.
We apply that idea to every element of a client’s financial life.
We are a national portfolio management firm, built on the legal fiduciary standard.
We act solely in our clients’ best interests with no affiliation to any financial institution, investment product, or third-party commission. Our only obligation is to you.
What makes Sonance different is how we have chosen to come together to build a national portfolio management firm. We embrace what makes each advisor and local office unique. We build the structure around them, so each one can do their best work, for the clients who have trusted them to.
Thoughtful understanding.
Continuous assessment.
Our investment philosophy begins where it must — with our clients.
As a fiduciary, we are committed first to understanding each client’s goals, values, and appetite for risk. Every portfolio decision flows from that foundation. From there, our approach is grounded in disciplined process, rigorous analysis, and dynamic portfolio construction across asset classes. We believe that combining multiple best-in-class managers with diversified exposures across SMAs, Funds, ETFs, and alternative strategies can enhance the consistency and resilience of outcomes. Diversification is essential but not at the expense of impact.
We pair broad, thoughtful diversification with concentrated, high-conviction allocations where we see the strongest opportunity sets. Risk management is embedded at every level of the portfolio, with continuous monitoring of key metrics to assess performance, volatility, and downside exposure.
Markets are constantly evolving.
By continuously assessing macroeconomic conditions, valuation signals, and emerging themes, we make thoughtful tactical adjustments to portfolios seeking to capture opportunities while preserving capital throughout market cycles.
Local relationships.
National strength.
Our partnership is made up of founder-led advisory firms that understand the specific needs of the communities they serve, connected through the Sonance structure to share expertise, insight, and specialist capability at a national scale.
From comprehensive financial planning to tax and estate strategy, cross-border complexity, and succession planning, our partners deliver advice that is specifically tuned to your situation.
- Lethbridge
- Toronto
- Ottawa
- Cross Border
Strategically focused.
Personally connected.
We are one team.
Each of us brings strategic leadership experience and subject matter expertise to Sonance.
We are here to build something that lasts for the advisors who work with us and the clients they serve.
Select a team member to read their bio.
Giving back.
Paying it forward.
Our local offices have always believed that their communities get stronger with our involvement. From small initiatives to long-standing commitments, Sonance is an active participant in helping and guiding charitable and philanthropic organisations with contributions that go beyond just financial support.
At a national level, we help Canadian founded organisations to deliver better outcomes.
Conversation starts here.
Great relationships start with a simple hello.
Send us a note and we’ll get
the conversation going.