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Your future.
Our insight.
Data-driven investing, planning, and guidance
on every financial decision you’ll ever make.
All in one place.
You're not a number
Other firms prioritize mass-market advice:
they offer templated retirement plans,
provide off-the-shelf investments, and miss the link
between your taxes and life decisions.
This cookie-cutter approach doesn't consider the
career arc of successful professionals.
Those firms are built for the majority, not the top 1%.
Your Complexity
Complexities grow with your career: intertwined corporate and personal assets, succession planning, and unique investment opportunities. Vetting these decisions without expertise can undermine the security you've strived to create.
Your Skepticism
Most advisors have never experienced your career arc and hold generic qualifications. Their service feels like a commodity, offering little beyond industry basics. Too often, they're not transparent about fees, using investments with commissions that quietly erode your returns.
The Hidden Costs
You end up overpaying by not harmonizing your corporate and personal taxes, incurring hidden costs while investing, or making trade-offs that unknowingly push your retirement back.
We do what’s right

Integrated planning using team of tax, estate, and investment specialists

Research-backed investment philosophy

Data-driven opportunity comparisons

1-on-1 CFA & CFP-level education

...not what’s simple

Templated cash flow plans

Mutual funds (with opaque fees)

Minimal support with prioritizing and road-mapping your action items

Hiring advisors for you who lack advanced credentials across tax, estate, and investments

We do the right thing
The right service
Low-cost investing across geographies, size, and asset classes
Simple budgeting tools
Standard risk assessments
Integrated planning using team of tax, estate, and investment specialists
Data-driven opportunity comparisons
1-on-1 CFA & CFP-level education
Trust, estate, and charity planning
Template-based
Templated cash flow plans
Mutual funds (with opaque fees)
Lack of support with road-mapping your action items
Hiring advisors for you, who lack advanced credentials
Tailor-made
Standard portfolios based on age
Tax-loss harvesting for all clients
Asset allocation models
The easy service
We add value today
We add value before you work with us

Begin with a complimentary assessment from our expert team.
We add value before you work with us, no strings attached.

We'll share easy wins on potentially reducing your tax liability,
increasing risk-adjusted returns, and insights on upcoming decisions.

Get in touch for your complimentary plan
Life
Planning
Ad-hoc: decision making comparisons for complex tradeoffs
Ongoing: maximizing corporate efficiency, cash flow planning
Investments
Ad-hoc: diligence on alternative investments, active small-cap, and emerging equities
Ongoing: aligning investment risk to your financial plan, CFA level-education on markets
Tax
Planning
Ad-hoc: new strategies based on tax legislation
Ongoing: seamless coordination with your accountant, in sync with your financial plan
Our process
covers all your bases
Life Planning
Ad-hoc: decision making comparisons for complex tradeoffs Ongoing: maximizing corporate efficiency, cash flow planning
Investments
Ad-hoc: diligence on alternative investments, active small-cap, and emerging equities Ongoing: aligning investment risk to your financial plan, CFA level-education on markets
Tax Planning
Ad-hoc: new strategies based on tax legislation Ongoing: seamless coordination with your accountant, in sync with your financial plan
We support North America’s top professionals
97%client retention rate
4/5new clients are referrals
2-4x lower lower fees than Canadian
mutual funds
Your personal expert team

If you’re in North America’s top 1% of professionals, you deserve a team of dedicated, personal experts who are your financial strategists.

Don’t take our word for it

I can't thank them enough for their expertise and professionalism. Their approach with having all the trust, tax, and investing experts in-house gave me a lot of peace of mind in the last few years.

Mr. A Management Consultant, Toronto

The team's knowledge in cross-border tax and investments is unmatched - after I spoke with Anant and Debbie, I realized that using an accountant for advice wasn't enough. They've helped me navigate a lot of complexities, and their approach to communication every month and quarter helps me know that everything is always smooth.

Dr. G Internal Medicine Specialist, Vancouver

I've always been skeptical of the financial industry. It took me a few months to decide if I wanted to use a financial advisory team, but I'm so glad I finally did it in 2015 with Anant’s team. Aside from the work they do for my corporation and personal life, I'm always impressed by how much they commit to educating me. Every review meeting, they make complex topics easy to understand and it makes me feel like I'm always in the loop

Mrs. F Consumer Retail Executive, Calgary
Make your money work for itself. Join over 200 high-net-worth families who choose us as their personal family office.
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