Bringing simplicity to complex situations

We are obsessed with squeezing every resource from our firm to ensure our clients maximize the growth of their net worth. Our affluent families, business owners, executives and professionals rely on us to be their wealth quarterback.

“They constantly strive to grow our net worth by optimizing our business and personal affairs.”

– Rex Jin, CPA | President, ProHome Consulting and CEO, NorthTopia Development Inc.

"Over the years, my family has built a deep and trusting relationship with Aleem. He invests the time to understand our personal and business needs, and how they might influence and impact our comprehensive wealth management and investment strategy."

Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.