Who does Fabien Wealth specialize in serving?

Fabien Wealth specializes in financial planning for Canada's first-generation wealth builders, incorporated business owners, working professionals, and current or former professional athletes.

Does Fabien Wealth directly manage client investment portfolios?

Fabien Wealth provides financial planning and insurance strategies; we do not directly manage or trade client assets. Investment portfolio management is provided by a registered third-party Portfolio Manager.

What provinces does Fabien Wealth operate in?

Virtual Financial Planning is available to clients across Canada. Insurance services are licensed directly in British Columbia and Alberta (additional provinces available upon request).

What is the fee structure at Fabien Wealth?

Fabien Wealth offers flat-fee planning including The Foundation Audit ($999), The Personal Roadmap ($2,500+), and The Corporate Strategist ($4,000+). For clients with $100,000+ in investable assets, portfolio management is executed through a partner Portfolio Manager, where referral fees paid to Fabien Wealth can offset planning fees. Fabien Wealth receives zero referral fees or compensation from legal or accounting partners.

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Kirby Fabien CFP® Operating as Fabien Wealth

Financial Planning & Insurance services provided by Kirby Fabien.

Financial Planning is available to clients across Canada. Insurance licensed in Alberta and British Columbia; other provinces: contact us to discuss licensing.

Portfolio management is provided by a 3rd-party registered Portfolio Manager. Fabien Wealth provides financial planning and insurance strategies; we do not manage or trade client assets.

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