Every household deserves ongoing advice around its real estate.
Most financial assets come with statements and regular reviews. Real estate rarely does. Sutton Wealth gives you the infrastructure to change that.
Request early access10 million Canadian households own a home. Real estate represents about 55% of the average Canadian household's wealth, and household residential real estate is worth more than $8.5 trillion. Yet it rarely comes with the kind of ongoing advisory relationship built around other major assets. That is the opportunity.
Be the trusted advisor for your clients' biggest asset.
After settlement, most real estate relationships go quiet until the household is ready to move again. Sutton Wealth changes that by giving you a meaningful role between transactions, with an ongoing relationship built around the real assets they already own.
Each household receives a portfolio, a statement and a scheduled review of what they own and what has changed.
Bring property information, documents and key records together so the household can see its real estate as one complete picture.
Help the household think ahead around the asset, from improvements and financing changes to future moves, transfers and changes in use.
Give your clients more than a follow-up. Build them a portfolio.
You create the portfolio
Add the household and their property, and Sutton Wealth brings in the available public records.
Review and adjust
Review the information, add your professional opinion of value alongside the estimate, remove what is not relevant and add context where it is needed.
Your client claims it
The portfolio carries your name. Your client accepts the invitation, sets their password and adds the private information they choose. They control who can access it.
Ongoing management
Portfolio values refresh monthly and new public records are added as they become available, giving you an ongoing reason to review what has changed and reconnect when it matters.
Your value isn't access to the information. It's knowing what to do with it.
Sutton Wealth gives households a clearer view of what they own, bringing together public property data, the private information they choose to add, and AI-assisted insights, allowing you to have more meaningful conversations with your clients as they are better informed.
Three layers of verification, one portfolio.
Every Sutton Wealth portfolio brings together three layers of verification: the asset, the person who owns it and the professionals who advise them. Once property information is verified and supporting documents are organized in the homeowner's secure portfolio, the household has a trusted record to support future decision making for their asset.
Sutton Wealth is designed to protect the household and the people who come next.
Financial abuse is the most common form of elder abuse in Canada. Sutton Wealth creates greater visibility around the asset by allowing the owner to connect the family members and professionals they choose, while remaining in control of what each person can see.
All important records and documents stay organized around the asset, helping the household prepare for future changes and giving the next generation greater continuity before an estate or transfer ever occurs.
