Breakaway Financial Group

Patrick Traverse, retired pro hockey player and founder of Breakaway Financial Group, noticed the difference in the type of service small investors get compared to what wealthy individuals benefit from. Wealthier individuals surround themselves with a team of advisers that are both educated and devoted to helping them reach their goals while small investors are chased by sales-driven financial professionals.

Most small investors are approached by advisers which do not need to have their best interest at heart. At Breakaway Financial Group, we value our fiduciary responsibility towards our client. Under the law, we have to put your best interest before ours and we don’t see how our work can be done any other way. 

We know that you are busy with your life and sometimes feel you don’t have the time to get to learn everything you need to know. We will share videos to guide you on what you need to know to help you control your money.