Where family wealth flourishes
We specialize in cross-disciplinary financial and insurance solutions to empower your family’s financial future.
Your trusted financial partners for a roadmap to freedom.
Because wealth is having the freedom to live with purpose.
As one of Markham’s premier financial firms, we build strategies that grow with you — through every stage of business, family, and life. We specialize in helping business owners, multigenerational families, and professionals navigating major life changes make financial decisions with confidence and clarity.
Our goal: to make wealth planning simple—so your money supports what matters most.
New financial realities demand a new approach.
Most people assume their finances are in “decent enough” shape, relying on conflicting advice from banks, investment advisors, tax professionals, and mortgage brokers—each working in isolation. The real cost isn’t what you see, but what you miss: opportunities left untapped, and tax-free wealth that never accelerates.
We specialize in breaking down these siloes. Our network of top experts work hand-in-hand to deliver integrated solutions that optimize your entire financial picture.
Whole Family Wealth
Multi-Generational Planning, Strategic Investments
Business & Tax Optimization
Maximum Yielding Tax Strategies, Succession & Business Planning
Insurance Solutions
Life and Corporate Insurance, Critical Illness/Disability Insurance
Retirement Planning
Income Planning, Estates and Trusts, Philanthropic and Legacy Giving
Our mission is to empower your choices.
We make finance uncomplicated, so you can be purposeful and confident with your financial decisions, no matter your stage of life and wealth.
Real Stories. Lasting Impact.
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A Family's Promise
A client came to us with a goal: pass their small business to their children without losing a large share to taxes. We designed a plan that protected $300,000 in value and kept ownership within the family. Today, one of the daughters is leading the business into its next chapter.
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Protecting Family. Powering Growth.
When a real estate agent wanted to protect his family without tying up the capital he needed to keep growing his business. With permanent insurance in place and financing structured against it, he kept his cash flowing — and secured his family’s future.
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A Fresh Start
When a client received a severance, they were eager — and anxious — to put it to work wisely. We designed a plan that protected their payout and fueled new growth. Twelve months later, their money was growing harder and faster than it ever had when they were employed.
Our solutions designed for your unique needs
Busy Executives and Professionals
Choose from an array of tax-smart strategies, and custom-designed investment plans that grow wealth and protect what matters most to you.
Stay focused on your life and career, knowing your financial future is secure and opening new possibilities.
Families Across Generations
As your family grows, so do your financial responsibilities. We assist with education savings plans, life insurance, tax planning, and investment and trust strategies that secure your family's future. Our integrated approach ensures that every aspect of your financial life is optimized for growth and cross-generational continuity.
Business Owners & Entrepreneurs
As an entrepreneur, every decision matters—and your time is your most limited resource. We help entrepreneurs secure what they’ve built through smart succession planning, tax-efficient strategies, and investment management—so your business stays strong, and your personal wealth grows alongside it.
Dynamic Retirees
Retirement is a time of enjoyment and fulfillment. We help retirees manage their finances with comprehensive retirement planning, income strategies, and wealth preservation tactics. Our goal is to ensure that you can live comfortably and confidently, knowing your financial future is secure.
Some of our most trusted partners
Get clarity on where you stand today — and what’s possible for your family tomorrow.
01 - Free 20min Wealth Check-In
We start by listening. We’ll map out what matters most: your aspirations and the future you want to build for your family. Walk away with clear insights — whether or not we end up working together. No pressure. No obligations.
02 - Optimize Your Structures
Next, we craft strategies that protect your wealth, grow your assets, and build a legacy your family can count on. Every decision strengthens your position — shielding what matters now and setting your future in motion.
03 - Grow with Confidence
As a client, you move forward with clarity. You’ll have ongoing access to personal advice, strategic check-ins, and insights to adapt as your life evolves — so your family’s future stays firmly on track.
Our award-winning team makes all the difference
$100 million+
Investments under management
$200 million
insurance policies served to date
Top 10%
consistently recognized with industry awards
Manulife Elite Awards (2024)
Canada Life Gold Awards (2024)
iA Financial Excellence Awards (2024)
Equitable Life Excellence Awards (2024)
Interested in joining us? We are always looking to grow our team with exceptional talent