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
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Financial Services
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We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.
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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.
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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
Our team
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Brandon Copperfield
Founder & CEOThe founder of Consulting WP, he has been the captain of this ship from the beginning and has sailed...
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Clark Roberts
Chief Finance OfficerBeing the CFO in the Financial Industry is a tough task, thankfully he was here to man the helm...
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Ashley Hardy
VP Sales and MarketingShe is an accomplished business developer. Her skills at creating relationships with clients are...
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Dennis Norris
Chief Marketing OfficerHe has helped Business WordPress Theme reach new heights and enter new markets. His skills of understanding...
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Gina Kennedy
AdministratorAs we help other companies grow, she helps us grow. She handles all the internal work at WP consulting...
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Fernando Torres
Tax ConsultantTax laws and regulations are some of the most complicated and infuriating parts of the financial...
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