Our mission is to educate clients and help them demand better from their advisors.
No matter what your assets are for, if they matter to you, they matter to us. Whether it's the money you're planning to use for your retirement, for the purchase of a new home, for your kids’ education, or for your grandkids, you trust your financial advisor to manage your assets.
AdviceCheck was founded by an experienced financial advisor who knows what to look for and what questions to ask. We are conflict-free, conducting independent evaluations of financial advisors on behalf of individuals who want to know if their financial advisors are acting in their best interests, getting the best possible results and behaving ethically. Our passion is to help you feel confident in your advisor, your assets and and your future.
Founder at AdviceCheck™
The founder of AdviceCheck, Jesse Kaufman started his company with the goal of helping investors feel confident in their advisors. Jesse is a Chartered Alternative Investment Analyst, Chartered Investment Manager, Accredited Investment Fiduciary, and a Fellow of the Canadian Securities Institute. In 2016 and 2017, he was named Best Advisor in the Country for Alternative Investment Expertise at the Canadian Wealth Professional Awards.
Jesse has two decades of experience in wealth management. He joined GMP Private Client L.P. in 2006 (now Richardson GMP Ltd.) and resigned from that position in 2019 to start AdviceCheck. Before that, he worked as a consultant to some of Canada’s top tax accountants and estate lawyers. Earlier, he worked at Merrill Lynch Canada and CIBC Asset Management as an Associate Business Consultant to Investment Advisors on portfolio construction and manager selection.