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Now welcoming new clients in the GTA

Let's make sure you're always prepared, never scared.

Team SLA was built around holistic planning structured to empower the life you're actually living, and deliver the dream you're actively building.

Assets guided
B+

ASSETS GUIDED

Families served
+

FAMILIES HELPED

Advisors developed

AGENTS DEVELOPED

client.teamsla.ca

NET WORTH · ILLUSTRATIVE

+12.4%

CONTRIBUTED

$420K

GROWTH

+$318K

RUNWAY

28 yrs

ALLOCATION

  • Equities 52%
  • Fixed income 28%
  • Cash & alts 20%

PROTECTION

On track

Coverage meets 90% of your goals

FSRA Licensed HLLQP Certified Sponsored by Ivari First Home Planning Debt Reduction Life Insurance Critical Illness Insurance Disability Insurance Children's Tax Shelter Funeral & Estate Planning Tax Shelters Investments Segregated Funds RRSP RESP RDSP TFSA FHSA Non-Registered Increased Monthly Income

WHAT WE DO

Every part of your financial house, under one dedicated roof.

You design your life, we design your strategy.

Lifelong Wealth

A living plan that ties everything together, adapting alongside your lifestyle.

  • Goal mapping & cash-flow modelling
  • Risk profile & scenario stress tests
  • Annual review & rebalance cadence
Anchored by a real plan

Proper Protection

Life, disability, and critical illness coverage sized for your actual obligations, never oversold.

  • Life, critical illness & disability coverage
  • Sized to real obligations — never oversold
  • Tax-free benefit for the people who rely on you

Debt Reduction

A structured payoff strategy that targets high-interest debt first — freeing cash flow to build wealth instead of paying interest.

  • One clear payoff order — highest interest first
  • Consolidation options that cut interest costs
  • Freed-up cash flow redirected to savings

Investment Management

Diversified, advantaged, and transparent portfolios aligned to your financial goals.

  • Diversified portfolios aligned to your goals
  • Tax-advantaged: RRSP, TFSA, RESP, FHSA & more
  • Transparent costs, reviewed with you yearly

Retirement

On your own terms, turn savings into the financial freedom to not “have” to work again.

  • Know your number — and when you'll reach it
  • Income designed to outlast your paycheque
  • CPP, OAS & pensions timed for full value

Estate & Legacy

Coordinate a living legacy through beneficiaries, trusts, and gifting — ensuring what you've built is inherited by those you love most.

  • Beneficiaries, trusts & gifting in one plan
  • Assets pass privately, quickly, and tax-smart
  • A written plan your family understands

THE SLA DIFFERENCE

Advice we'd give our own family.

"Stoosh" means done with class. We hold ourselves to it — in how we advise, how we communicate, and how we grow the people who carry our name.

Fiduciary, in practice not just promise

Your interest is ranked first — in writing. We show our reasoning, our costs, and the alternatives we considered, so you're never guessing about our motives.

Plans you can understand

No 40-page PDFs nobody opens. One clear strategy, in plain language, with the few numbers that matter — and a human who explains every one of them.

A commitment that you can depend on

Because we develop leaders, your strategy is backed by a team. Your advisor knows you — and so does the firm standing behind them.

LEADERSHIP ADVANCEMENT

We don't just hire advisors, we develop leaders.

A clear path that turns motivated people into world-class financial professionals — and the best into senior brokers. No glass ceilings, no gatekeeping, just unlimited potential.

Foundation

Licensing, product fluency, and the SLA standard of care. You learn to build a real plan before you recommend a thing — with a mentor from week one.

  • Licensing support & study cohort
  • 1:1 mentor pairing
  • Shadow live client work
  • Ethics & fiduciary grounding

TEAM SLA

Building relationships with intention.

Making financial education accessible to all, no matter if the budget is big or small.

Jacob Finn-Kamps

Jacob Finn-Kamps

ASSOCIATE

Named SLA's #1 Associate Recruiter and an All-Star Associate in 2025 — a few years after delivering for Domino's.

Ulani Nagappa

Ulani Nagappa

ASSOCIATE

Licensed as a financial professional at just 19 — one year removed from the beauty counter at Shoppers Drug Mart.

Daniel Cecchin

Daniel Cecchin

ASSOCIATE

A licensed mortgage broker and financial professional, building a twin career that serves clients on both sides of the table.

VOICES

"I cannot recommend Jacob highly enough. He gave me invaluable financial knowledge and practical strategies — and reinvigorated how I think about maximizing my own funds. Insightful, empowering, and patient at every step."
Caleb Crichlow

Caleb Crichlow

CLIENT · 2025

"I've been so impressed by how much Jacob genuinely cares about finding the right solution for each client. He listens, asks the right questions, and tailors his advice to fit your needs. If you want someone fully on your side, Jacob is the one to trust."
Kate McDowell

Kate McDowell

CLIENT · 2025

"I wanted to build wealth for my children but wasn't sure where to start. Jacob walked my wife and me through a policy that was the right fit for our family — knowledgeable every step of the way. I'd highly recommend him, especially if you have a young family."
Joshua Hanvey

Joshua Hanvey

CLIENT · 2026

START THE CONVERSATION

One honest conversation.
No obligation.

Whether you want a plan for your family or a future for your career — grab a time that suits you, and we'll tell you, honestly, if we can help.

Pick a time that works for you — no obligation, no pressure.