Introduction
In today’s fast-paced world, managing money wisely has become more important than ever. Many Canadians seek trustworthy financial guidance, but traditional banks and consultants often fall short in offering accessible and personalized support.
This is where Skyward Finance steps in—a fully online financial advisory firm designed to help individuals and businesses across Canada make smart financial decisions through education and tailored services.
Skyward Finance is not just another financial service provider. It’s a mission-driven initiative that brings financial literacy and strategy to everyone—regardless of age, income level, or background. Whether you are looking to invest, save, reduce debt, or understand the financial world better, Skyward Finance is structured to guide you through every step with clarity and confidence.
Company Background
Skyward Finance was launched in March 2021 during the economic uncertainty brought on by the COVID-19 pandemic. Recognizing the rising need for accessible and reliable financial advice, founders Curtis Holt-Robinson and Tara Lalehparvar established the firm in Vancouver, British Columbia. Unlike traditional financial institutions that rely heavily on in-person appointments, Skyward Finance was built from the ground up to operate entirely online.
This digital-first approach enables the firm to reach clients throughout Canada without geographical limitations. The company’s mission is to bridge the financial knowledge gap by providing educational resources and customized financial strategies that empower people to take control of their financial well-being.
Core Services
Skyward Finance offers a broad spectrum of services catering to individual clients and businesses. Each offering is designed to be transparent, jargon-free, and rooted in genuine financial education.
1. Financial Education
One of the standout features of Skyward Finance is its dedication to financial literacy. Clients can schedule free one-on-one education sessions to learn about topics like budgeting, debt management, and investing. These sessions are perfect for those who are new to personal finance or simply want to brush up on essential concepts.
Alongside personalized sessions, Skyward Finance also offers downloadable resources such as:
- Budgeting spreadsheets
- Goal-setting templates
- Financial quizzes to test knowledge
These tools are intended to make learning about finance interactive and accessible to people at all stages of their financial journey.
2. Personalized Financial Planning
Every individual has unique financial goals, and Skyward Finance understands this better than most. That’s why their personalized planning services are tailored to suit different needs—from recent graduates to working professionals to families planning for the future.
Their planning process typically involves:
- A consultation to understand your financial goals and lifestyle
- Development of a customized strategy
- Ongoing support to implement and adjust the plan as your needs evolve
Here’s a breakdown of common account types they help manage:
| Account Type | Purpose |
|---|---|
| TFSA (Tax-Free Savings Account) | Save money tax-free for any goal |
| RRSP (Registered Retirement Savings Plan) | Build retirement savings while reducing taxable income |
| FHSA (First Home Savings Account) | Combine tax benefits of RRSP and TFSA to buy a first home |
| RESP (Registered Education Savings Plan) | Save for children’s post-secondary education |
| RDSP (Registered Disability Savings Plan) | Long-term financial support for individuals with disabilities |
These services ensure that clients don’t just get a plan—they gain a partner in their financial journey.
3. Investment and Insurance Advising
Skyward Finance offers unbiased guidance when it comes to choosing investment and insurance products. As independent advisors, they aren’t tied to any single provider. Instead, they have access to a wide network of financial institutions including:
- TD Asset Management
- Manulife
- Fidelity
- RBC Insurance
- Canada Life
- Industrial Alliance
This allows Skyward Finance to recommend products that best fit a client’s needs rather than those that benefit the institution. Whether it’s building a diversified portfolio or choosing life insurance, clients can make informed decisions backed by data and professional insight.
Business Solutions
Skyward Finance doesn’t just serve individuals; it also extends its expertise to Canadian businesses. They offer corporate financial education and strategic planning to help employers and organizations foster financially healthy workplaces.
Services for Businesses Include:
- Financial wellness workshops for employees
- Custom financial training programs
- Consulting for business owners on corporate strategy and tax efficiency
Companies that invest in employee financial education often see improved job satisfaction, reduced stress levels, and increased productivity—making Skyward Finance a valuable partner in business growth.
The Team Behind Skyward Finance
Tara Lalehparvar
Tara serves as Co-Owner and Education Lead. She holds a degree from the Vancouver School of Economics and is a licensed investment advisor. Her passion lies in making finance approachable, especially for women and young professionals who may feel intimidated by traditional financial systems.
Curtis Holt-Robinson
Curtis is the Corporate Lead and Co-Owner of Skyward Finance. With a background in investment advising and life insurance, Curtis is also pursuing a Master’s in Clinical Psychology. His unique blend of financial and psychological expertise allows him to provide support that takes mental and emotional well-being into account—a holistic approach not often seen in the finance industry.
What Clients Say
Skyward Finance has quickly built a loyal client base, thanks to its transparent, educational, and supportive approach. Many clients report feeling more confident about their finances after just one session.
Here are some common praises found in testimonials:
- “I finally understand how my TFSA works!”
- “The budgeting tools were incredibly helpful.”
- “They were patient, thorough, and never pushed products.”
Such feedback underscores the company’s emphasis on trust, learning, and empowerment.
Media Presence
Skyward Finance has received media attention for its innovative and human-centered approach. The team has been featured in outlets such as:
- WealthProfessional Canada
- CBC Radio
- The Vancouver Sun
Topics often covered include financial planning for millennials, how to invest as a beginner, and why mental health should be a consideration in financial advice.
How to Get Started
Getting started with Skyward Finance is easy. Interested individuals can visit their website and book a free education session with a licensed advisor. There’s no pressure to buy anything; the focus is purely on learning and exploring options.
Additionally, the site offers a number of free tools and blog posts that can help individuals start thinking strategically about their finances right away.
| Step | Action |
|---|---|
| 1 | Visit skywardfinancial.org |
| 2 | Schedule a free education session |
| 3 | Download tools and resources |
| 4 | Begin your financial journey with expert support |
Final Thoughts
Skyward Finance stands out in the crowded financial services industry by offering a refreshing approach centered on education, accessibility, and trust. With a dedicated team, comprehensive services, and a client-first philosophy, it’s no wonder that more Canadians are turning to Skyward Finance for guidance on their financial futures.
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