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 financing strategies typically not shown or optimized in the industry, we are able to create 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.
Our mission is to strategically maximize our clients’ net worth through innovative financing, insurance and tax strategies.
Our integrated approach to legacy planning makes us a market leader trusted by established business leaders across the country.
Ara is known as perhaps the most specialized and well-versed insurance lending professional in Canada.
He is a finance and banking strategist and trusted advisor for established individuals with experience in private banking, commercial banking, consulting and a particular strength in dealing with complex insurance scenarios.
Between his time as Director Private Banking for a Canadian bank with a specialization in insurance lending to HNW clientele and his time as a licensed insurance advisor, he has completed close to 100 insurance leveraging structures and is a strategic partner for some of Canada’s most established families.
Ara’s vast industry experience has made him able to navigate complex cases involving insurance cash value, real estate and investment or other assets as sources of financing. He achieved top status Canada-wide in his field.
He lives in Toronto with his wife and two children.
Daniel’s focus is simplifying life insurance planning in Canada’s high net worth space.
Having worked with some of the most established families in the country, he uses insurance-based structures to preserve intergenerational family net worth and enhance overall tax efficiency.
Daniel previously served as Treasurer for the Canadian Association of Gift Planners and has facilitated over $10M of legacy gifts for his clients. He has been a keynote speaker at significant industry events including the Canada Sales Congress in 2020.
He and his wife Deena live in Toronto with their two daughters.
To date, we have helped raise tens of millions for both public and private foundations. We believe the private sector plays an important role in driving social change and are committed to doing our part.
We help our clients give meaningfully during their lifetime to leave a well-planned legacy on their terms. We do so with bank balanced funds and will advise you on strategic legacy gifts that make a big impact with unique structures.
By working closely with donors, foundations and public charities, we structure legacy gifts to deliver impact.