Is Bracket right for you?

We’d rather lose a bad-fit client now than disappoint you later. Here’s a frank self-assessment.

You’re probably a great fit if…

You have a workplace pension — especially a defined-benefit plan, or a commuted-value offer to weigh.
You have equity compensation (RSUs, stock options, ESPP) or a meaningful bonus that’s becoming a real share of your net worth.
You’re incorporated (a P.Eng or geoscience consultant, contractor, or FIFO professional) and juggling salary vs dividends and corporate investing.
Your household income is high enough that taxes are your biggest expense — and you suspect you’re not optimizing them.
You’re a capable DIY investor who has run out of time or appetite to keep optimizing the complicated parts.
You value understanding the why, not just being handed an answer.

You’re early-career, renting, no equity, and just need to “buy a couch-potato portfolio and max the TFSA.” That’s genuinely most of the game — read the FIRE guides and come back when it gets complex.
You want someone to pick hot stocks or beat the market. We don’t do that, because nobody reliably does.
You want the cheapest possible option above all else. Robo-advisors exist and they’re fine for simple situations.