We specialize in wealth management for high-net-worth individuals and multi-generational families who want more than just a portfolio—they want a plan that reflects their values, protects their legacy, and adapts to every stage of life.
Based in Richmond Hill, we serve clients across York Region, including Markham, Vaughan, Aurora, Stouffville, and Newmarket, providing highly personalized financial strategies grounded in trust, longevity, and genuine care.
Whether you’re preparing for retirement, growing a business, or guiding your family through generational transitions, we bring clarity to complexity and help ensure your wealth serves your life—not the other way around.
Executives
As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.
Business owners and entrepreneurs
Selling or growing a business brings unique opportunities and challenges. We provide wealth management for high-net-worth individuals who own businesses, helping align the value of the business with personal wealth goals. From succession and tax planning to investment strategy and estate considerations, we ensure every part of the plan works together.
High-net-worth families
Many of our client relationships span three, four, or even five generations. We help families navigate the complexities of passing wealth from grandparents to children to grandchildren, ensuring a smooth transition that protects both the financial and personal legacy.
From educating the next generation to planning thoughtful inheritances, we create strategies that keep the family connected and the wealth purposeful. For many families, that includes philanthropy—building charitable trusts, establishing foundations, or designing giving plans that align with their values.
Pre-retirees and retirees
We help retirees and those preparing for retirement turn their assets into a reliable, tax-efficient income. This often involves coordinating pensions, RRIFs, and corporate assets with a well-structured high-net-worth portfolio. Our goal is to ensure your retirement supports your lifestyle, provides peace of mind, and allows you to focus on the people and activities you love.
Women
We work closely with women in all stages of life—business owners, professionals, retirees, and those managing family wealth. We create plans that reflect your life experience and priorities, whether that’s career growth, caregiving, divorce, widowhood, philanthropy, or preparing the next generation.
Healthcare professionals
We work with healthcare providers such as nurses, physiotherapists, specialists, and allied health professionals to address the unique demands of their careers. This includes managing variable income, optimizing tax strategies, building a sustainable high-net-worth portfolio, and planning for long-term goals while balancing professional commitments.
Farming families
For farm families in York Region and surrounding communities, financial planning often means blending business and family priorities. We help structure succession plans, protect land and assets, and manage intergenerational wealth transfers that keep both the farm and the family thriving for years to come.
Doctors and dentists
For doctors and dentists, financial planning often includes navigating incorporation, managing practice finances, and balancing personal wealth with professional obligations. Our team provides strategies that align your high-net-worth portfolio with tax planning, risk management, and succession considerations—ensuring both your practice and your personal finances are well-positioned for the future.