Be the trusted advisor for your client's biggest asset.

Your clients get a statement for every investment they own. For their real estate, nothing like it exists.

10 million Canadian households own a home. For most of them, it is about half of their net worth. Together, those homes are worth $8.5 trillion. Nobody is advising them on it, and that is the opportunity.

We believe every Canadian family needs a trusted advisor on their real estate.

After closing, most client relationships fade into a CRM entry and a hope that they call when it is time to move. Here is what changes for your clients when you stay on as their advisor.

Advice

You give each client a portfolio, a statement, and a yearly review.

Clarity

You fill in the missing pieces, so each client sees their real estate as one complete picture.

Planning

You help them plan around the asset, from the next renovation to the day they sell.

Protection

A trust network around each client's real estate, so their family and the people they choose can see when something changes.

Everybody holds a record of the asset except the owner.

Banks and insurers use this record to make decisions about your clients' assets every day. The client is the last to see it, and most never do.

Visual V3Who holds the recordThe house in the middle. Around it, a bank, an insurer, a city hall, and a land title office, each holding one paper from the home's file. Cutouts in the same style as the house. The owner holds nothing.

Real estate should run on trust and transparency.

Sutton is leading the industry there, and Sutton Wealth is how. Your client gets a verified portfolio of what they own, and you are the advisor on it.

Every figure can be opened

The deed, the assessment, and the permit sit behind the number.

Verified once

Nobody collects it again at the next refinance or renewal.

The owner decides who sees what

They can take it back at any time.

Visual V4The portfolio and the file behind itThe credential card lifting off a stack of three papers: the deed, the assessment notice, and a permit, each with a small verified mark. A thin ring around them with three seats. The owner's seat is filled in, the realtor's and one chosen professional's are outlined.

Stop sending mailers. Start sending portfolios.

Behind every portfolio is a file we build for the property. Here is what it is made of.

A credential for every property.

A verified record of the property that nobody can quietly change, and that the owner can share with a lender or insurer whenever they choose.

Visual V6The property statementOne property's statement from the app: four rows, each with its source, its date, and a verified mark. The value shown as a range. A made-up address.

Every figure verified, with its source.

The assessment, the tax levy, the permits, and the value range, each showing where it came from and when.

Visual V12Identity and ownership verifiedThe moment the client signs in through their bank, or the owner's name with a verified mark beside it and the property address under it. A made-up name.

Proof of identity and ownership.

Your client verifies who they are with their existing bank sign-in and is matched to the title. Designed to support your identity and record-keeping duties. Keep your current FINTRAC process; nothing here replaces it yet.

Visual V8The papers on fileThe client's document list for one property: a roof warranty, an assessment notice, a furnace invoice, each with its source and date. The lock, and the short list of who can see them.

Encrypted, and the owner decides who sees it.

The record and the client's own papers, warranties, invoices, and permits, kept in one place, encrypted where they are stored, and shown only to the people the owner chooses.

Your whole book, by its real estate.

See your book of business as assets under management. Every client and every property sit in one list, with how each value has moved since closing. When a tax assessment lands, you know first.

Visual V7Your book, by its real estateThe realtor's client list: every client and property, an estimated value for each, how each value has moved since closing, and one row flagged “Tax assessment landed.”

The relationship begins at closing and grows from there.

You set up the portfolio at closing, or before, as a gift instead of a postcard. It stays alive as values, taxes, and insurance move, so every life event is a reason to call with something real. Your book of business accumulates, and it can be handed on.

At closing

The portfolio is set up

You can also set it up before closing, as a gift.

Year one

The assessment lands

You call first, with a number the city just changed.

Year two

The insurance renews

The policy is on file, so you see the renewal coming.

Year three

The refinance window

The statement is on file, so the conversation starts with advice.

Every year

The portfolio review

Once a year you sit down with the client and go through the portfolio.

Years on

The next generation calls you

The book you built can be handed on.

The record helps protect the family that owns the home.

Financial abuse is the most common form of elder abuse in Canada. When a parent's judgment declines, nobody can see the whole picture. A portfolio with you, the estate lawyer, and family on it makes changes visible. When the client passes, it is the record the estate works from, and you are the first call the next generation makes.

Government of Canada, Financial abuse, 2025.

Visual V10The family and the homeA real photo of a family and a home being lived in, in the Canadiana register. Or the house cutout with a trust ring around it: three seats for family and the people the owner chooses, and one change marker on the house.

Your book is already built. Claim it.

Sutton Wealth is a program. Early access is open to Sutton realtors in British Columbia, a small group at a time.

Training

We build your first client's portfolio with you, on a call.

Help on the first portfolios

A direct line while you load your book.

Request early access

Managing brokers: want your office set up together? Say so on the form.