OUR SERVICES
An Investment in Your Future
Most financial advisors want to manage your investments or sell you products. We exist to do something different: bring clarity to the complex financial lives of Ontario corporation owners.
When you own a corporation, your financial life doesn't divide neatly into "business" and "personal." Your compensation structure affects your tax planning. Your corporate cash deployment impacts your retirement strategy. Your business succession plan shapes your estate planning. Traditional advisors treat these as separate problems. We recognize they're interconnected parts of one financial life.
We work with corporation owners in two ways
Comprehensive Financial Planning
Comprehensive Financial Planning provides strategic guidance, implementation support, and semi-annual reviews for professionals who need expert coordination but can manage day-to-day decisions themselves.
You likely fit here if:
Operate through one or more corporations
Need integrated corporate and personal planning
Want strategic coordination with your professional team
Require semi-annual reviews and ongoing guidance
Your planning typically includes:
Strategic salary and dividend optimization for your corporate structure
Corporate and personal tax planning coordination
Corporate cash deployment and investment planning
Retirement planning across corporate and personal accounts
Family and education savings strategies
Risk management and insurance structuring through corporate and personal vehicles
Integrated cash flow management between corporate and personal needs
Professional team coordination (accountant, lawyer, banker)
Fractional Family Office Management
Fractional Family Office Management offers deeper weekly engagement (4-8 hours) for select families who need complete financial coordination, proactive strategy development, and a true thinking partner embedded in their financial life. This service is intentionally limited to 3-5 families to ensure exceptional delivery.
You likely fit here if:
Need 4-8 hours weekly of dedicated financial management
Operate complex multi-entity structures
Require proactive coordination across all advisors
Want a true thinking partner embedded in your financial life
Value guaranteed access and immediate responsiveness
Your engagement typically includes:
Comprehensive financial oversight and coordination
All professional relationship management and strategic coordination
Proactive tax and estate planning across all entities
Complete corporate structure optimization and governance
Investment strategy development and oversight
Risk management and insurance coordination
Multi-generational wealth and succession planning
Unlimited access for questions and strategic discussions
Regular reporting and family meeting facilitation
Note: This service is limited to 3-5 families to ensure exceptional service delivery
Note: Fees for services are based on complexity and time required. These fees are due annually, with monthly and quarterly payment options available.
While we offer investment management oversight services, they are entirely optional. Any investment management fees paid are credited against your annual planning fee.