- About Rational Wealth
A more rational approach to investing.
Investing should feel clear, evidence-based, and
aligned with your long-term goals — not confusing,
expensive, or driven by product sales.
Founded on
Evidence over sales
Based in
Canada, serving clients nationwide
Approach
Low-cost, long-term, transparent
Compensation
Flat advisory fee, no commissions
- Our Story
Three things were quietly
working against investors.
Complexity
Layers of products and jargon that make it hard to know what you actually own — or why.
Cost
High fees, often hidden, that quietly erode returns by hundreds of thousands of dollars over decades.
Conflicts
Advice tied to commissions and sales targets — incentives that don’t always point toward your best outcome.
The questions that started
Rational Wealth
Three simple questions the traditional system never seemed to answer clearly.
- Question 1
What are we actually paying for?
- Question 2
Why are portfolios built around products, not outcomes?
- Question 3
What are these fees really costing us over decades?
- Our philosophy
Three ideas guide everything we do.
Financial advice should feel simple, transparent, and aligned with your best interests. It comes down to these.
Evidence Before Opinion
Decisions grounded in decades of academic research — never intuition, hype, or yesterday’s headlines.
Built For The Long Term
We design for decades, not quarters — helping you stay invested instead of reacting to short-term noise.
Transparency Over Complexity
Clear fees, clear benchmarks, clear expectations — so more of your money stays invested and working for you.
Investing shouldn't feel overwhelming.
It should feel understandable.
- Meet the team
The people behind
Rational Wealth.
Built by people who believe investing can be done better — more rational,
transparent, and aligned with the people it serves.
transparent, and aligned with the people it serves.
Aldis Levalds
Our belief
After a career rooted in engineering and problem-solving, Aldis became
increasingly interested in the hidden costs and incentives behind traditional
investing. His research into evidence-based investing revealed a simpler,
more disciplined path — built on logic, transparency, and long-term thinking.
Aldis Levalds
Our belief
Bradon brings a modern, client-focused perspective to Rational Wealth —
helping bridge education, communication, and long-term financial planning
in a way that feels approachable and grounded.
A shared belief
Good investing should feel rational, transparent, and aligned with the people it serves.
A simpler, more rational way to invest.
Not sure if your current strategy is costing you? We offer a complimentary portfolio review. No pressure. No obligations. Just clarity on where you stand.