Guidance for Senior Executives & Leaders at Every Stage

Whether you are navigating the complexity of a publicly traded company or the rapid growth of a scaling one, your wealth deserves more than siloed advice. Our role is orchestration: to build a unified system for your compensation, liquidity and family.

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When complexity builds faster than your plan.

Promotions, equity grants and growing responsibilities don't just raise income, they multiply moving parts. Our role is to turn those layers into a system that works under pressure.

Compensation isn't a straight line. Salary, bonus and equity all land on different calendars, with tax rules and blackout periods dictating when you can act. What looks like wealth or paper often feels like a second job, one you end up carrying in your head.

That's why collisions feel familiar: a vesting event during a blackout, a tax bill without matching liquidity, or a spouse asking where key documents are. None of this is failure. It's what happens when advice stays in silos and no one is tasked with coordination.

We take that role. Our job is not more advice, it's orchestration. Compensation, liquidity, tax and family continuity are aligned into one framework. The result: deadlines met, obligations refunded, concentration reduced and confidence that the system runs without improvisation.

Tailored Framework for Your Executive Role

Financial documents and a calculator, representing organization and growth.

Organizing and Growing  Your Wealth


Your challenge is managing complexity and optimizing growth. Weprovide the structure.

 Compensation Deep Dive:
We model your RSUs, options, and deferred comp to build a clear tax and liquidity strategy.
Tax & Private Banking Coordination:
We ensure tax obligations are pre-funded and credit facilities are aligned with vesting schedules.
Disciplined Diversification:
We create a multi-year plan to reduce concentration risk in your employer stock.
Estate & Insurance Integration:
We coordinate legal counsel to align wills, trusts, and insurance.
A mature tree, symbolizing legacy, preservation, and generational wealth.

Managing and Transitioning Your Wealth


Your challenge is ensuring continuity and preparing the next generation. We provide the stewardship.

 Equity & Cap Table Clarity:
We clarify your grants, dilution math, and vesting schedules so you know what you truly own.
Pre-Liquidity Planning:
We model capital stack options and QSBC/LCGE eligibility to prepare you for future liquidity events.
Strategic Liquidity Moves:
We help plan small, milestone-tied sales to provide flexibility without raising optics issues.
Holdco & Trust Structuring:
We put the right personal governance and tax structures in place before growth accelerates.

Backed by BMO Private Wealth

Our team is backed by BMO Private Wealth, one of Canada's largest platforms for executives and professionals.

This strength means not just access to specialists, but coordinated advice from one integrated team.

Executive Readiness Check

If your wealth strategy hasn't kept pace with your role, gaps can appear. Check any boxes that apply to you to see where you stand.

Your Personal Family Office

We bring together the investment, planning, and administrative expertise of a full family office; integrated through one advisory team and coordinated with your accountant, lawyer, and other advisors.

INVEST
  • Public Equity and Fixed Income Portfolios
  • Access to Alternative Investments
  • Disciplined Portfolio Construction
  • Lending Solutions via BMO Private Banking
  • Institution Research and Due Diligence
PLAN
  • Dedicated Advisory Team For Your Family
  • Cash Flow and Retirement Modelling
  • Estate and Succession Planning Support
  • Insurance and Risk Management Integration
  • Specialized Transition Planning Expertise
COORDINATE
  • Collaboration with Your Advisors
  • Tax Strategy Aligned Planning
  • Philanthropic and Foundation Guidance
  • Proactive Account Administration
  • Continuity Planning for Next-Generation

Our Insights

Each stage of an executive career brings different planning challenges.

These white papers highlight the real triggers that drive our work with corporate leaders and high-growth professionals

Corporate Executives

How to turn layered compensation, salary, bonus, RSUs, and options, into a coordinated wealth strategy that protects both career and family.

Download Corporate Executives Guide

Executives at Scaling Companies

When equity is building faster than structure, this guide explains how to balance liquidity, governance, and family planning in high-growth environments

Download Scaling Executives Guide

Frequently Asked Questions

Who do you typically work with?

Canadian families and individuals with meaningful complexity, multiple accounts or entities, concentrated positions, cross border considerations, or multi generational goals. Most have $1M+ in investable assets, but fit and complexity matter more than thresholds.

What does working together look like in the first 90 days?

We map your balance sheet and cash flows, consolidate accounts and documents, identify quick wins (tax, risk, liquidity), and establish a written plan and Investment Policy Statement. We also set the cadence for coordination with your accountant and lawyer.

Do I need to move all my assets to work with you?

No. Many families begin with planning and coordination, then transition portfolios over time. We can manage assets where appropriate and advise on held away accounts so the whole plan stays aligned.

How do you work with my accountant and lawyer?

We act as your coordinating advisor: shared agendas, clear responsibilities, and one calendar. We prepare materials in advance, run point on follow ups, and ensure tax, legal, insurance, and investment decisions integrate into one plan.

How are you compensated?

Transparent, fee based compensation. For discretionary portfolios we charge an asset based fee; for planning and coordination we outline the scope and associated fees up front. Our incentives are aligned with long term outcomes.

What’s the minimum portfolio size?

Typical starting point is around $1M in investable assets, but we prioritize fit and the value of coordination. If you’re facing complexity, we’re happy to start the conversation.

Ready to Talk Strategy?

We'll help you bring the moving parts together.

Book a Strategy Session