Put your wealth to work with intention.
Business-owner wealth management means coordinating personal investments, corporate assets, taxation, protection and the eventual extraction of capital.
Corporate capital
Retained corporate cash should be reviewed against liquidity needs, risk tolerance and retirement horizon.
Personal wealth
RRSP, TFSA and non-registered assets should complement corporate strategy rather than operate in isolation.
A strategy that evolves
Your structure should evolve with the business: growth, acquisitions, new partners, sale, retirement and succession.
See your situation as a whole.
The Protection & Wealth Assessment helps organize the important pieces before a deeper conversation.
Frequently asked questions
No. Incorporated business owners are our primary focus, but we also work with high-income professionals and executives with complex needs.
Yes. We prefer face-to-face meetings when practical while offering virtual appointments.
How we work
We first understand your situation before recommending a solution. When tax, legal or accounting questions require specialized advice, we coordinate with the appropriate professionals.