Member

Aaron Theilade

Victoria, BC

Aaron Theilade - Keynote and Consulting Services

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Aaron Theilade

Member Bio

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“Advice is only as good as the action it inspires.”

Technical expertise creates plans.
Human skill turns plans into action.

I help wealth management firms and education providers bridge the Advice Gap — the space between a well‑designed strategy and a client’s willingness to follow through.

I do this by strengthening the human side of advice—deep discovery, judgment, and behaviour—so insight actually translates into action.

The result is better decisions, better outcomes, and advice that truly sticks.

Specializations

Corporate Financial Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU
EPC

Compensation Models

Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

Some Post Secondary

Assets Under Management

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

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