A wealth firm built for women first.
A Canadian wealth firm designed around your real life. Fees you understand, answers you can act on, no minimum.
Most firms weren’t built for the woman in the room.
For over a century, this industry had one default client. It wasn't you.
The prove-you-belong process.
The advisor who was never yours
Inherited from a husband, a father, an estate. The relationship was built without you.
The minimum that waits.
$500k. $1M. Come back when you have more. As if the decisions that get you there don't count.
01
Vale Private Wealth
Published fee, based on what we manage.
02
Vale Access
"I want a thinking partner while I keep my investments where they are."
Planning and guidance through a divorce, an inheritance, or a business sale. The decisions that take more than one meeting to make. Your accounts don't move.
No minimum.
03
Vale Checkpoint
"I have one thing to figure out right now."
One decision, start to finish. Growing your family, maximizing a comp package, figuring out your next big purchase. Two sessions, then a six-month check-in.
$1,500, fixed.
No minimum, no commitment beyond it.
Our why
“I spent years hearing from smart, capable women who left financial meetings with more questions than they walked in with. We don't need advice made softer, pinker, simpler — we need advice that takes us seriously and makes space for the real decisions shaping our lives. So I built Vale.”
— Stephanie O'Mahoney, Founder of Vale
What I heard, in writing.
Before the second meeting, I send one page: what I heard, what matters most, and where I think we go next. You read it first, so we don't start over.
You choose how deep.
Three ways to work together, and you can change which one later. Most clients start with one and grow into another.
We stay in it.
How often we meet depends on how we're working together. What doesn't change is the pace: one real thing at a time.
FAQS
I don't think I have "enough" to talk to a wealth advisor.
I already have an advisor — through my husband, through work, or from years ago.
Will you push me into products you sell?
What if we're not the right fit?
Do you work with couples?
30 minutes. By phone or video call. No intake form, no charge, no obligation.