Who we help

Advice that reflects
your life.

We advise individuals and families whose wealth, work and personal lives are closely connected.

You may be building a business, managing company equity, preparing for retirement or adjusting to a major change. Our team helps you understand what those circumstances mean for your finances, weigh the trade-offs and make decisions around the life you want.

Explore your situation

Who we work with.

FamiliesFamily wealth and goals

Families

Parents and children together outdoors in the mountains.

Questions to start with

Are we on track for the life we want?

Can we help our children and still meet our own goals?

How do we make a plan when our priorities are different?

Explore family planning
Business ownersBusiness wealth and life beyond it

Business owners

A business owner working on a tablet beside office windows.

Questions to start with

How does my business fit into my personal financial plan?

After tax, would a sale give me enough for the life I want?

How much of the sale price can I actually count on?

Explore business owner planning
FoundersOwnership and personal proceeds

Founders

A team discussing their work around a table.

Questions to start with

What does my company’s valuation mean for my own wealth?

What will another funding round do to my share?

At an exit, who gets paid before me?

Explore founder planning
ExecutivesCompany equity and your plan

Executives

Colleagues discussing documents around a meeting table.

Questions to start with

How do my shares and options fit into my financial plan?

When can I use my company equity, and what will be left after tax?

How much of my wealth depends on my employer?

Explore executive planning
PhysiciansPractice income and corporate savings

Physicians

A physician speaking with a patient.

Questions to start with

How do I use my medical corporation to build personal wealth?

How much should I keep in the corporation and pay myself?

Can my savings support the life I want when I practise less?

Explore physician planning
Life transitionsRetirement and major life changes

Life transitions

A person reviewing paperwork at home.

Questions to start with

What needs to change in my financial plan now?

What will my income look like in this next stage?

Which financial decisions need attention now, and which can wait?

Explore life transitions

Talk through your situation.

Tell us what you’re working through, and we’ll discuss how our team could help.

Questions about fit, planning or fees?
Read our FAQs

Get in touch How we help