Toucan Financial, Inc.

Toucan Financial serves individuals, high-net-worth clients, corporations, and employer plan sponsors with a mix of ongoing and project-based advisory services. Its offerings include comprehensive wealth planning with discretionary investment management, included personal tax preparation, retirement and pension plan consulting, and occasional educational seminars and speaking engagements.

The firm operates on a fee-only basis and implements portfolios using asset-allocation principles, a mix of passive and active strategies, and Modern Portfolio Theory; it may engage third‑party outside managers for implementation. Its advisory process emphasizes collaborative, digitally enabled financial planning and integrates tax planning into portfolio construction, with the firm’s principal holding investment and tax professional credentials.

What is distinctive for a small independent adviser is its emphasis on pension consulting and services to employer-sponsored retirement plans (including acting as an ERISA investment manager), its provision of portfolio management for institutional clients, and a relatively large advisory-only footprint (substantially more assets under advisement than under direct management). The principal’s part‑time executive role in a specialty event insurance business and the firm’s regular offering of seminars further differentiate its mix of capabilities from many peers.