Your Professional Partner.

Independent advisor or professional serving high-net-worth clients?

Access deep financial planning expertise when you need it most. Deliver sophisticated solutions to complex client situations without hiring additional staff or losing referrals.

Tailored Partnership Solutions

Your clients trust you with their most important financial decisions. But in today's complex environment, they often need integrated solutions that go beyond traditional advisory services. That's where we come in.

Our partnership program gives your firm immediate access to deep financial planning expertise—without the overhead and complexity of building an in-house team. Whether you're handling a complex succession plan or need a second opinion on tax-optimization strategies, we provide the technical depth and practical guidance to help you deliver comprehensive solutions.

Think of us as your firm's financial planning department on demand. We work behind the scenes, supporting you while you maintain and strengthen your client relationships.

Planning Support

Expand your firm's capabilities without expanding your headcount. Our planning support service gives you access to seasoned expertise when you need it, helping you develop and validate sophisticated financial planning strategies for your clients.

  • Plan development and review

  • Long-term plan modelling

  • Technical strategy validation

  • Implementation guidance

  • Best practices consulting

Case Consulting

When your clients face complex financial decisions, having the right expertise makes all the difference. Our case consulting service helps you tackle challenging situations with confidence, providing the technical depth and practical guidance needed to develop optimal solutions.

  • Estate planning consultations and strategies

  • Corporate structure optimization

  • Intergenerational wealth transfer

  • Business succession planning

Insurance Strategy Review

Insurance strategies are often at the heart of business succession and estate planning. Our independent review service helps you ensure these critical components are structured optimally for your clients' needs, providing the objectivity and technical expertise needed to evaluate complex solutions.

  • Policy structure analysis

  • Current policy options

  • Policy contract review

  • Tax optimization review

  • Coverage adequacy assessment

  • Written recommendations provided

Annual Partnership

  • 5 hours of dedicated support monthly ($15,000/year)+HST

  • Additional hours at a preferred rate of $250/hour+HST

  • Priority access to expertise and support

Ad Hoc Support

  • Flexible engagement at $350/hour+HST

  • No minimum commitment required

  • Access to expertise as needed

Ready to Enhance Your Practice?

Your clients' needs are evolving. Let's discuss how we can help you meet them with confidence and clarity.