About Us

About Us

Strata Wealth QROPS Division focuses solely on meeting the needs of our UK clients and assist with the transfer of their pension schemes to Canada.

At Strata Wealth, we are a close-knit group of hardworking and dedicated financial experts, working out of offices across Ontario and British Columbia. Our goal is and has always been simple: to use our knowledge and experience to support and guide our customers in creating tailored wealth management strategies. Whether it’s helping an entrepreneur to grow their business or advising people on how to plan for their retirements, we are looking out for you and your interests, not our bottom line.

Our offices are located in some of the most beautiful regions of Canada, including our lake-front headquarters in Muskoka, Ontario and our office in Abbotsford, BC, which is surrounded by majestic mountains. We know how important a work environment is to our team and our clients, so we’ve gone above and beyond to make our offices feel like home, from the local coffee brewing around the clock to our four-legged friends that keep us company. In other words, we’re not your typical stuffy financial services provider. Our aim is to build real relationships with our customers in a welcoming atmosphere. After all, the better we understand who you are and what your goals are, the better we can serve you.

One of our team members, Simon Huften specializes specifically in transferring and managing UK pension transfers to Canada. He currently manages over $50M of UK QROPS accounts in Canada and has the knowledge required to ensure a safe transfer of your pension to Canada.

You can meet our entire Strata Wealth team on our main website by clicking here.

We see ourselves as a forward looking group of passionate property professionals with the relevant experience to match.

Why choose us

Travel and Aviation
Consulting

Consultants ranked firms on a scale of one to 10, based on prestige, firm culture, work-life balance, compensation, and other factors.

Financial Services
Consulting

We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.

Business Services
Consulting

We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.

Energy and Environment
Consulting

Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.

Consumer Products
Consulting

We are a company that offers design and build services for you from initial sketches to the final construction.

Surface Transport
& Logistics Consulting

The ConsultingWP firm scored highest for vacation policy, hours in the office, and overall satisfaction.

Our mission

In 1990, ConsultingWP combined with Inception Analysis, Incorporated to strengthen its expertise in energy matters and opened its first office in Cupertino. Since then, the company has expanded throughout the United States and Europe to more than 300 people.

We know our clients’ brands inside and out to create bespoke campaigns that bring the brand story to life, engage with consumers and inspire the media.

  • Work fewer hours & make money
  • Phenomenal success in our target
  • Retain, high-paying customers
  • You’ll get more done in less time
  • Leadership skills to manage team
  • Generating millions of dollars

Our experience

Financial Services 87%
Business Services 75%
Consumer Products 63%
Energy and Environment 50%

Our team

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