Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Investment planning
A personalized investment strategy is key to achieving your goals. We build diversified portfolios with top global asset managers, monitoring them to align with your priorities for wealth preservation, growth, and income.
Retirement planning
Retirement offers more time for family, travel, and hobbies. To make the most of it, we’ll help you plan your savings and structure your income to support your ideal lifestyle and maximize your wealth.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
Rated 5.0 stars on Google (as of 2025)
"The team at Syrja & Associates are wonderful. They have looked after us for more than 20 years. Scott and his team have taken the time to understand our financial needs as they have changed over the years, and they have routinely provided us with clear information to help us realize our financial goals. We trust and recommend them, referring them to family and friends alike."
- Patrick Cahill