Fitzsimons Financial

What Fitzsimons Financial does

Fitzsimons Financial is a private, owner-operated financial advisory practice headquartered in London, Ontario, that delivers personalized financial planning to individuals, families, and small businesses across Ontario. Operating under the brand totalwealthsolutions.ca and the legal entity Fitzsimons Financial Group Inc., the firm is led by Brian Fitzsimons (CAFA, CCS, CHS) and offers six core services: financial planning, retirement planning, estate planning, investment tax planning, insurance analysis, and portfolio analysis, plus travel insurance solutions. Mutual funds and segregated funds are distributed through a core partnership with Worldsource Financial Management Inc., a sponsoring mutual fund dealer.

The firm's product surface is intentionally narrow and relationship-driven rather than technology-driven. Delivery is conducted through face-to-face appointments at the London office (Westmount Mall, 785 Wonderland Rd S) and home visits for existing clients, supported by an educational content layer comprising an e-newsletter, online financial calculators, and a financial library of 68+ archived articles spanning 2008 to 2026. There is no proprietary technology platform, no mobile app, no disclosed API, and no AI/automation tooling — the offering is fundamentally a human-advisory service.

Revenue is generated via advisory fees and product-based commissions. The firm provides a free initial consultation to acquire clients, with ongoing fees and commissions determined on a per-client basis across the full planning, investment, insurance, and estate-services stack. Go-to-market is sales-led and referral-based, relying on long-tenured relationships (15+ years cited in multiple testimonials), local brand presence across southern Ontario communities (London, Brantford, Owen Sound, Strathroy, Toronto), and sustained content publishing rather than any paid acquisition infrastructure. No funding rounds, acquisitions, M&A activity, or external investors have been disclosed.

Name

Fitzsimons Financial

Legal name

Fitzsimons Financial Group Inc.

Website

https://totalwealthsolutions.ca

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Fitzsimons Financial is a privately held Ontario financial advisory firm, owned by Brian Fitzsimons, that provides financial, retirement, estate, tax, insurance, and portfolio planning services to individuals, families, and small businesses across Ontario.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAAAAC

Independent Broker-Dealers (Retail Network)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAAANAA

Personal & Family Trust Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

Keywords

• Financial planning services
• Retirement planning advice
• Estate planning services
• Investment tax planning
• Insurance analysis services

Headquarters

HQ city

London

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The firm provides personalized financial advisory services including financial planning, retirement planning, estate planning, investment tax planning, insurance analysis, and portfolio analysis. Revenue is generated through advisory fees and commissions on financial products sold.
2. Mutual Fund Distribution: Mutual funds and segregated funds are offered through Worldsource Financial Management Inc., a sponsoring mutual fund dealer. Commissions, trailing commissions, management fees and expenses are associated with mutual fund investments.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fitzsimons Financial is a relationship-based financial advisory practice that delivers personalized financial planning, retirement planning, estate planning, investment tax planning, insurance analysis, and portfolio analysis to individuals, families, and small business owners across Ontario. Mutual funds and segregated funds are distributed through the sponsoring dealer Worldsource Financial Management Inc., and travel insurance is offered via referral to Manulife. Services are delivered through direct, face-to-face consultations at the London, Ontario office or at client homes.

Product overview

Fitzsimons Financial offers a comprehensive suite of financial advisory services centered around a personalized financial planning approach. The core offerings include Financial Planning, Retirement Planning, Estate Planning, Investment Tax Planning, Insurance Analysis, and Portfolio Analysis, complemented by Travel Insurance services and Financial Calculators. The firm tailors its services to address unique client needs across different life stages (Starting Out, Young Family, Established Family, Retiree, Single). All services are delivered through Brian Fitzsimons/Fitzsimons Financial, with mutual funds and segregated funds offered through Worldsource Financial Management Inc.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial strategy development for individuals, families, and businesses across Ontario, providing personalized guidance across financial management decisions.
• Retirement Planning Specialized retirement planning to help clients prepare financially for retirement with a focus on maximizing efficiency and ensuring adequate retirement income.
• Estate Planning Estate planning services to create a legacy benefiting heirs through proper will preparation and asset distribution strategies.
• Investment Tax Planning Tax optimization strategies for investments aimed at minimizing clients' tax burden through carefully planned approaches.
• Insurance Analysis Analysis of life, disability, and critical illness insurance coverage to ensure clients are appropriately covered without overpaying.
• Portfolio Analysis Investment portfolio evaluation focused on wise asset allocation and careful investment selection for well-balanced portfolios.
• Travel Insurance Travel insurance solutions offered through Manulife to protect against medical expenses and emergencies while traveling.

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Worldsource Financial Management Inc.coreChannel Partner/ Reseller/ DistributorMutual funds and segregated funds are offered through Worldsource Financial Management Inc., a sponsoring mutual fund dealer. All other products and related services are offered through Brian Fitzsimons/Fitzsimons Financial. WFM assumes responsibility for designated business interests only.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• IG Wealth Management: One of Canada's largest wealth management firms offering financial planning, investment funds, and insurance products. Overlaps with Fitzsimons in financial planning, retirement, and estate services but operates at national scale across multiple channels (advisors, online, direct).
• Manulife Wealth & Insurance: Major Canadian insurer and wealth manager offering financial planning, investment, retirement, and estate planning, including travel insurance (which Fitzsimons refers to Manulife for). Overlaps with most of Fitzsimons' core service categories at a significantly larger national scale.
• CIBC Wealth Advisory: Bank-owned wealth advisory arm offering investment advisory, retirement planning, and estate services to retail and mass-affluent clients across Canada. Comparable service mix to Fitzsimons but with significantly broader product shelf, brand, and capital.

Direct peers

• Raymond James (Canada): Canadian wealth management arm of Raymond James offering personalized financial planning, investment advisory, and retirement planning through a network of independent advisors. Comparable business model of advisor-led practices operating under a sponsoring dealer structure.
• Edward Jones (Canada): Large independent advisor network in Canada offering face-to-face financial planning, retirement, and investment advice to individuals and families. Operates a similar in-person advisory model targeting retail/mass-affluent clients, with a heavy Ontario footprint comparable to Fitzsimons' regional coverage.
• HollisWealth (IA Financial Group): Canadian independent dealer supporting financial advisors across Canada with mutual fund distribution and financial planning support. Operates a comparable advisor-network model with services targeted at individuals, families, and business owners.
• Richardson Wealth (RF Capital Group): Canadian independent wealth management firm supporting advisors offering discretionary and non-discretionary portfolio management, financial planning, and retirement advice. Provides direct comparability through its advisor-led independent model targeting similar high-net-worth and mass-affluent Canadian clients.

Others

• Worldsource Financial Management Inc. Sponsoring mutual fund dealer under which Fitzsimons Financial operates. While not a direct competitor, it serves the same client base through its broader advisor network in Ontario and represents the channel infrastructure enabling Fitzsimons' mutual fund distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/fitzsimons-group-inc
• Facebookfacebook.com/TotalWealthSolutions.ca

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fitzsimons Financial