Wealth is Complicated. Especially When Family is Involved.

Your focus is your family's future. Our focus is ensuring your wealth strategy can deliver on it. We provide the stewardship and consolidated oversight needed to bring simplicity, clarity, and continuity to your family's financial life.

A multi-generational family walking together outdoors, representing legacy and continuity.

When Your Family's Growth Outpaces its Structure.

As your family and assets grow, so do the moving parts. Our role is to create a unified framework that protects what you've built and prepares for the future.

A growing family, a thriving business, new properties, and philanthropic goals all add layers of complexity. What was once manageable can become a collection of disconnected accounts, conflicting strategies, and out-of-date documents. This isn't a failure; it's a natural consequence of success without a central coordinator.

This is where families feel friction: an unexpected tax bill on an estate, conflicting goals between generations, or a lack of preparedness for a business succession. Our role is to replace that friction with a coordinated strategy. We bring your entire financial life, investments, tax, legal, and insurance, into one clear framework, ensuring every decision is made with the full picture in mind.

A Framework for Every Stage of Family Wealth

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.

 Holistic Financial Plan:
We consolidate your assets, liabilities, and cash flow into one master plan for your entire family.
Portfolio & Risk Management:
We build a global, tax-efficient portfolio aligned with your family's unique goal.
Tax & Corporate Structuring:
We work with your accountant to ensure your structures are optimized.
Insurance & Wealth Protection:
A comprehensive review of your family's insurance needs to protect your wealth against the unexpected.
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.

 Estate & Trust Integration:
We coordinate with your legal counsel to ensure your estate plan is robust, tax-efficient, and reflects your wishes.
Business Succession Planning:
Creating a clear roadmap for the transition of family business leadership and ownership.
Philanthropic & Legacy Planning:
Structuring your charitable giving for maximum impact and family involvement.
Next-Generation Education:
Preparing your heirs for the responsibilities of wealth through financial literacy and governance training.

Backed by BMO Private Wealth

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

This strength is not just access to specialists, but having them coordinated on one calendar, working as one team for you.

Family Wealth Readiness Check


As your family's wealth grows, new gaps can appear.

Check any boxes that apply to your family 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

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