Planning
- Financial planning
- Retirement planning
- First home planning
- Kids education planning
- Income diversification planning
- Corporate estate planning
Toronto · Est. 2021Build family wealth
Build family wealth
with an educational
approach.
We put ourselves at the centre of your financial affairs — so that the advice you receive is always in your best interest. For emerging affluent Canadian families & individuals who want clarity, not jargon.
437-995-7262 Unit 3 — 50 Venture Drive, Scarborough, ON M1B 3E8
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Years in Wealth Management
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Clients Served
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Client Satisfaction
Founder
Parteek Marwaha
Founder & Wealth Management Consultant
About Us
We sit at the centre of your financial life — so the picture stays whole.
Parteek is the founder of Sunrise Wealth Management. He has been a Wealth Consultant working with clients to achieve their business and personal financial goals since 2021. As a tax and insurance expert, a real estate investor, and a professional entrepreneur, he understands the needs of emerging affluent Canadian families and individuals — and their desire to build lasting family wealth.
Education-First
We teach before we recommend.
Family-Centred
Built for emerging affluent families.
Tax & Insurance Expert
Specialised, multi-domain expertise.
The Sunrise Approach
We are 100% believers in education — not transactions.
Six deliberate steps designed to give you complete clarity before any decision is made — and an annual rhythm that keeps your plan honest.
01
Listen
Our process begins with truly hearing you. We examine the financial circumstances of each client, ensuring we have a full understanding of your wants and expectations.
02
Need Analysis
We accurately identify and evaluate your needs, then build a roadmap for short, medium and long-term goals based on your current situation.
03
Educate
Our educational approach lets you understand every plan deeply — the advantages, the disadvantages, the trade-offs. Clients should be educated before any recommendation.
04
Solution
We offer step-by-step solutions with assumptions modelled across 5, 10, 15, 30 and 50-year horizons — so you can see exactly where your plan takes you.
05
Implement
Once you choose your path, we create a detailed implementation plan you can track, and we make sure it goes live only after you're fully satisfied.
06
Monitor
We monitor your growth and conduct a detailed annual review — updating the strategy whenever life, markets or goals shift.
Services
Everything your family's wealth needs — under one roof.
From your first home down-payment to multigenerational estate transfer, we cover the whole arc.
Investments
- TFSA
- FHSA
- RRSPs
- RESPs
- Non-registered investments
- Tailored investment plans
Risk Management
- Life & health insurance
- Critical illness insurance
- AD&D & long-term care
- Visitor & super-visa insurance
- Mortgage insurance
- Funeral insurance
Business Owners & Self-Employed
- Individual pension plans
- Group benefits for employees
- Tailored disability insurance
- Corporate wealth strategies
- Business continuation strategies
Tax Saving Strategies
- Individual tax saving strategies
- Tax-deferred growth
- Business tax savings strategies
Wealth & Estate Planning
- Wealth management programs
- Asset allocation
- Investment management
- Intergenerational wealth transfer
- Wills & trusts
Reference-Based
Trusted partners for everything else.
We connect you with vetted specialists for adjacent needs — so your financial life stays cohesive.
Mortgage Services
Collateral Loans
Auto Insurance
Home Insurance
Commercial Insurance
Pet Insurance
Areas of Expertise
Specialised plans for the situations most advisors miss.
01
Corporate Wealth Strategies
Tailored plans for business owners — combining tax savings, tax-free growth, wealth management and clear business succession planning.
02
Disability Insurance for Self-Employed
24-hour coverage that pays monthly benefits if injury, illness or disability keeps you from working — built specifically for the self-employed.
03
Funeral Insurance
Specialised end-of-life coverage that takes care of final expenses so your family doesn't have to navigate them under stress.
Premium Partners
Our greatest asset is the happy client.
Top 16 Partners · Out of 60+ Partners
60+
Industry partners
We work with industry-leading carriers and asset managers — so we can recommend what's truly best for you, not what's convenient for us.
- TD Asset Management
- RBC Insurance
- BMO
- Manulife Financial
- iA Financial Group
- ivari
- Equitable Life of Canada
- Canada Protection Plan
- Foresters Financial
- Everest Funeral Concierge
- Empire Life
- La Capitale
- B2B Bank
- Sirius Benefit Plans
- Franklin Templeton Investments
- 4 Pillars
Logos and trademarks are property of their respective owners. Inclusion does not imply endorsement.
Join Our Team
Become an independent wealth consultant.
Start your journey as an independent wealth consultant with us. We will help you become the best version of yourself and provide you all the tools and guidance to thrive in the wealth management industry.
What you can expect from us
- Trainings
- Guidance
- Knowledge
- Field trainings
- Tools
- Platform
- Mentorship
Benefits you'll gain
- Communication skills
- Sales & marketing skills
- Flexibility in schedule
- Part-time / Full-time
- Financial freedom
- Increase your network
- Pathway to become a business owner
Book a Free Consultation
Let's see how we can make a positive difference in your life.
We're looking forward to meeting you. Share a few details and we'll arrange a no-pressure conversation about your goals.