What can investing do for your future? Isn’t it too risky?

Strategic investing isn’t just about chasing returns. It’s about securing your future. Founders and HNWIs face unique challenges, from managing liquidity events and stock option plans to preserving capital across business and personal assets.

We design holistic investment strategies that balance growth, protection, and tax efficiency with leveraging tools like segregated funds, corporate class structures, and private alternatives.

Whether you’re scaling your startup, preparing for a liquidity event, or planning for future generations, we’ll guide you every step of the way.

Your portfolio is built with carefully selected solutions sourced from multiple top-tier financial institutions. Beyond that, you gain complementary access to our extended network of fund managers, wealth strategists, tax professionals, accountants, medical underwriters, and legal experts, all collaborating to serve your best interests with a coordinated, client-first approach.

  • A collection of U.S. coins arranged with the word 'TAXES' spelled out vertically with letter tiles on a white background.

    Smart Asset Allocation

    We help clients grow wealth through market participation, maximize tax savings, and minimize risk. We use tailored savings plans and financial tools to reduce tax liabilities and enhance growth. This balanced approach combines market potential with valuable tax and legacy benefits, ensuring long-term financial security.

  • Close-up of a black and gold pen resting on a legal document, specifically on the sections titled "Insurance" and "Assignment".

    Estate Planning

    We help clients create strategies which enable tax-free wealth transfer, provide creditor protection, avoid probate costs, and enhance asset growth, ensuring a secure, streamlined transfer to future generations. These strategies preserve and build wealth for long-term financial security and legacy planning.

  • An elderly man and woman doing yoga outdoors on mats in a park, stretching with one arm raised and the other resting on their knees, with trees and grass in the background.

    Retirement Planning

    We help clients create stable income streams and prepare well for their retirements. We utilize tools like annuities and other retirement strategies to provide dependable income, tax efficiency, and security. This balanced approach ensures financial stability, supporting a comfortable retirement and lasting legacy benefits.

  • Three gold bars placed on a surface among scattered banknotes.

    Alternative Investments

    We provide clients with access to a diversified range of assets beyond traditional markets, including REITs, precious metals, and commodity funds. This strategy helps reduce reliance on conventional stocks and bonds, enhancing portfolio resilience and potential returns. By including alternative investments, we offer clients a robust approach to achieving stability, growth, and effective risk management.

Our Partners

Sun Life Financial logo with a yellow globe and black text

Our Partners

The logo for 'Canada Like' features the words 'Canada' in gray lowercase letters and 'Like' in white cursive on a red square background with a small TM symbol.
Manulife logo with three green vertical stylized bars and the word 'Manulife' in black text.
Logo of iA Financial Group with blue and gray text and an elephant symbol.
Logo of Equitable Life of Canada featuring a lighthouse and the company name
Fidelity Investments logo with a gold sunburst icon and green text
Logo with a portrait of Benjamin Franklin surrounded by leaves, with the text "Franklin Templeton Investments" below.
J.P. Morgan Asset Management logo
Invesco logo with blue mountain graphic and the word 'Invesco' in blue text.
Mackenzie Investments logo with a stylized blue and orange globe above the company name and the tagline Confidence in a Changing World.
A tall mountain landscape with snow-capped peaks, a cloudy sky, and a body of water in the foreground.
Dynamic Funds logo with the slogan 'Invest with advice'.
RBC logo with a lion and globe symbol next to the text 'Global Asset Management'.
Logo for TD Asset Management, featuring a green square with white letters TD, with the words TD Asset Management below in dark green.
The logo of National Bank with a red geometric shape and the words 'NATIONAL BANK' in bold blue letters.
B2B Bank logo with a blue and yellow color scheme and a stylized tree symbol.

And many more

Choosing our wealth management service means gaining a partner committed to growing and protecting your wealth with a strategic, tax-efficient approach. Let’s build a legacy together.