Wealth & tax planning for Canadian business owners and families
Coordinating your investments, corporations, pensions, and estate into one clear, actionable plan.
Book a 20-minute introduction call
We’ll discuss your goals, review your current structure, and see whether our approach is a good fit.
Coordinated wealth & tax planning for business owners, professionals and families
Managing corporations, investments, pensions, and family priorities on your own can be overwhelming. My role is to act as your steward—coordinating the many moving parts of your financial life so everything works together, not in silos.
Working within RBC Dominion Securities, I connect you to the research, planning tools, and specialist support of one of Canada’s leading wealth management firms, while remaining your single point of contact. You get big-firm capabilities with a small, dedicated team that knows your situation in detail.
How we work together
The first step is a focused conversation about where you are today and what you want the next 10–20 years to look like. From there, we:
• Clarify and prioritize your goals for retirement, family, and your business
• Map out your personal, corporate, and trust assets in one clear picture
• Identify key planning opportunities and potential risks
• Build a practical plan to implement over time, at a pace that fits you
With your agreement, we implement the strategy in coordination with your existing tax and legal advisors, so everyone is rowing in the same direction. From there, we stay in touch with regular reviews to adjust for new goals, tax changes, markets, or life events.
Our investment philosophy
Behind every portfolio we manage is a simple, consistent framework. We aim to:
• Maintain objectivity – A disciplined process and open architecture, not product-driven recommendations
• Manage risk – Diversified portfolios designed to balance growth and downside risk
• Be tax-smart – Thoughtful asset location and structures to help you keep more of what you earn
• Stay cost-aware – A clear, transparent fee for advice and portfolio management
• Reduce stress – A long-term strategy so you can focus more on your life and business, not the headlines
What this means for you
Time and well-being are two of your most valuable assets. Our goal is to help you:
• Save time by having one team coordinate your financial picture
• Gain clarity and confidence around your path to (and through) retirement
• Maintain and grow the wealth you’ve worked hard to build, with a plan you understand
If you’re looking for an integrated, full-service wealth management relationship—similar to what you’d expect from a family office, but tailored to your situation—we’d be happy to start a conversation.
Ready to get a second opinion on your plan?
If you’re a business owner, professional, or family looking for a more coordinated wealth and tax strategy, we’d be happy to speak with you.
Book a 20-minute introduction call
In this short call, we’ll learn about your situation, share how we work, and outline whether it makes sense to take the next step together.
