Built for people with a lot on the line.

We specialize in integrated wealth decisions when investing, tax strategy, and major life transitions intersect.

Start the Conversation

You Likely Fit If You're:

Business Owners & Founders

Navigating liquidity events, succession planning, corporate tax strategy, or concentrated equity positions.

Senior Executives 

Managing stock-based compensation, RSU vesting schedules, concentrated positions, or unusually tax-heavy years.

Multi-Generational Families

Coordinating estate planning, legacy intentions, intergenerational wealth transfer, or philanthropic strategy.

Concentrated Investors

Reducing single-stock risk through disciplined diversification while managing tax consequences and market timing.

Common Triggers

Most clients reach out when facing:

  • A business sale of liquidity event
  • Retirement within 3-5 years
  • A large inheritance or windfall
  • Concentrated stock exposure (>20% of net worth)
  • Major compensation events (RSU vest, bonus, equity grant)
  • Family complexity (divorce, death, blended families)

If you're dealing with more than one of these simultaneously, coordination becomes essential.

What we help solve

Reduce concentration risk without triggering avoidable tax bills or selling at the wrong time.

Improve after-tax outcomes through disciplined tax-loss harvesting, charitable planning, and income sequencing.

Design resilient retirement income that adapts to market conditions and minimizes longevity risk.

Coordinate estate, insurance, and philanthropy so your legacy plan isn't fragmented across advisors

Maintain discipline through volatility with systematic rebalancing and behavioural guardrails.

What to Expect

Discovery Meeting (60 min)

We'll map your situation, identify key risks, and determine if there's a fit. 

Planning Phase (4-8 weeks)

Deep diagnostic work: cash flow modeling, tax projections, portfolio analysis, estate review. You'll receive a comprehensive wealth architecture plan.

Implementation (Ongoing)

We coordinate execution across RBC's platform and provide continuous oversight—adjusting as markets shift and your life evolves.

Schedule Your Discovery Meeting