We are a boutique wealth advisory firm trusted by established families and business leaders to multiply wealth, expand net worth and maximize estate value. By leveraging innovative and sophisticated financial strategies typically not shown or optimized in the industry,
we are able to create a monumental financial impact.
We bring together complementary skill sets and expertise in tax, banking and finance to disrupt the insurance landscape for established families.
We increase net worth, protect wealth and provide peace of mind.
As Canada’s most specialized insurance firm, we understand the power of insurance policies and can harness them to produce increases in net worth while reducing future tax burdens. Clients can benefit from these strategies with little or no capital outlay required.