Founded in 1982, we have been providing financial planning guidance to our clients with a focus on long-term relationships.

Why Unfold

We're trusted partners.

Families and individuals trust Unfold to provide quality answers, strong guidance, and financial planning that makes sense for their life savings. 

We understand how tax works, how pensions work, how to plan for the future and how to explain it all in straightforward, simple language. We see the full picture when most professionals are individually unable to.

Our Team

The Unfold Partners

Brett Kirby
Partner

Managing Partner and Certified Financial Planner® professional at Unfold.

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Phil Kirby
Partner

Partner and Chartered Financial Planner at Unfold.

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Irena Kirby
Accounts Manager

Accounts Manager and administrative support at Unfold.

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Our History

Since 1982.

Phil Kirby started the Company in Ottawa providing financial planning and retirement seminars to federal government employees, later transitioning to Western Canada. In 2011, Brett Kirby joined and co-founded Unfold Partners, pivoting the business to incorporate investment solutions that focus on financial planning and tax strategies.

Our Clients

Creating long-term relationships.

We’re grateful to have clients who we’ve served for over 30 years—up to three generations in some cases. We continue to serve government employees at all levels, and are growing our focus on young individuals and entrepreneurs who are looking for quality financial planning and tax services.

Let's Talk

Get in touch with our team and start a conversation about financial and tax planning.