Financial Planning Built For Your Life, Business, and Legacy
We help high-net-worth Canadians bring clarity to complex financial lives. Based in Ottawa and serving eastern Ontario, including Brockville and Cornwall, we provide tailored high-net-worth portfolio strategies and financial advice designed to simplify decisions, protect wealth, and support your life goals. Every client receives a comprehensive plan that integrates investments, tax strategies, and estate planning to create confidence and long-term security. We help:
Pre-retirees and Retirees
We guide high-net-worth families through the critical years before and after retirement. Shifting from accumulation to income is a major life transition, and we help you manage it with clarity. We design high-net-worth portfolio strategies, sustainable income plans, and tax-efficient estate solutions so your wealth supports your lifestyle, protects your family, and leaves a lasting legacy. Our retirement planning also integrates family financial planning to align with your goals for the next generation.
Business Owners and Entrepreneurs
We help entrepreneurs and small business owners structure financial plans that build personal wealth, manage taxes, and prepare for succession. Our services include holding company strategies, insurance planning, and advice to prepare for a business exit strategy that maximizes value and secures your family’s future.
Dentists and Healthcare Professionals
Dentists often juggle the demands of practice ownership with personal financial goals. Our financial advice for dentists is built to optimize cash flow, manage tax liabilities, and create sustainable wealth beyond the practice. From financial planning for dentists to advice on professional corporations and holding companies, we help ensure your hard work translates into security, growth, and a clear path to retirement or a future practice sale.