For three generations, Relay Wealth Advisors has fostered strong and trustworthy working relationships with our clients. We use a collaborative approach, making decisions together and ensuring everyone’s voice is heard.
The Relay Difference
Empowering
We translate the world of finance into accessible information clients can use to confidently make decisions.
Personalized
We listen to clients’ needs and goals, explore untapped opportunities, and create a customized action plan.
Family-Based
We’re skilled at understanding family dynamics and we’re adept at helping clients navigate challenging decisions.
Multi-Generational
With a 35-year industry veteran and younger advisors, our team appreciates the subtleties of generational values.
Timeline
1985
The Beginning
Rod Abbott began his financial career in 1984 with his dad, Bill Abbott as Halsey Financial Group. In the early days, Rod provided insurance products and services to individual clients. The father and son team launched the wealth management arm of their business a year later, in 1985.
1997
A Major Milestone
In recognition of the growing field of financial advising, Rod became a financial planner (CFP®)—the industry gold-standard—and expanded the company’s offering to include comprehensive financial planning.
2004
Joining CI Assante
Seizing the opportunity to enhance his offerings and access a broader range of investment opportunities for his clients, Rod joined CI Assante, one of the largest and most reputable wealth management firms in Canada.
2016
Business Expansion
Rod moved his office to its current location on Chatterton Way, a larger space that provided more room for a growing team and greater resources to better accommodate clients and facilitate further growth.
2019
A New Generation
In June of 2019, Rod’s son Liam joined the team, shortly followed by Liam’s sister Charlotte that December. Their fresh perspectives and innovative ideas have brought a renewed energy to the team’s vision and service offerings.
2023
Becoming Relay Wealth Advisors
While remaining loyal to the Assante brand, the team recognized the need to invest in a new name and brand that would grant them greater individuality. Thus, Relay Wealth Advisors was born—a modern identity that aptly reflects the friendly, approachable team and their unwavering dedication to client-centered wealth management.