As your trusted advisor, we deliver integrated wealth planning strategies that go far beyond investments and insurance. Our clients benefit from a deeply coordinated approach that blends advanced tax optimization, estate protection, business succession planning, and long-term legacy strategies into every aspect of their financial plan.
Whether you're growing a business, approaching retirement, or managing multi-generational family wealth, our in-house collaboration between a CERTIFIED FINANCIAL PLANNER® professional and Chartered Professional Accountant (CPA) ensures every decision is precise, aligned, and forward-thinking.
Explore how we serve successful professionals like you—and how our tailored planning reflects your unique goals.
Business owners and their families
Your business is more than just an asset—it’s central to your family’s financial future. From holding companies to shareholder agreements, we help business owners integrate corporate and personal finances into one cohesive strategy. Our planning is designed to reduce tax burdens, streamline succession, and create sustainable retirement income—so you can exit on your terms, with confidence. Every decision we make is grounded in protecting your family's financial security, both now and for generations to come.
Incorporated professionals and their families
Whether you’re managing multiple income streams or drawing from a professional corporation, we help you simplify the structure and reduce tax. Our integrated planning connects your corporation to your personal wealth, retirement goals, and estate strategy. We make sure your plan works for your lifestyle—and your loved ones.
Physicians and their families
We understand the unique challenges of managing a medical practice while planning for your family’s future. From corporate structuring and retained earnings to insurance, retirement, and education funding, we provide comprehensive financial care tailored to the needs of physicians and their families. You dedicate your life to caring for others—we're here to help take care of yours. With an integrated approach that aligns your personal and professional finances, we ensure your wealth works as hard as you do.
Dentists and their families
As both healthcare providers and business owners, dentists navigate a unique financial landscape. We help you align the growth of your practice with your personal wealth goals—streamlining tax strategies, managing retained earnings, and planning for the eventual sale or succession of your clinic. Whether you're building your practice, expanding, or preparing for retirement, we provide long-term, integrated financial guidance tailored to every stage of your professional journey.
Lawyers and their families
With complex compensation structures, high tax exposure, and demanding schedules, lawyers often face unique financial challenges. We bring structure and clarity to your planning—helping you build and preserve wealth both within your practice and beyond. From incorporation and income planning to retirement and estate strategies, we design integrated solutions that protect your family, optimize your tax position, and support a secure, flexible future. Your legacy is built with intention—starting now.
Accountants and their families
You understand the details behind the numbers—but when it comes to your own financial plan, it’s easy for it to take a back seat. We bring the same precision and technical insight you offer your clients, paired with an outside perspective focused entirely on your personal and professional goals. With our integrated approach, you can move forward with clarity—knowing your family, your practice, and your future are fully supported.
Veterinarians and their families
As both medical professionals and small business owners, veterinarians navigate a complex financial landscape. We help you align the growth of your veterinary practice with your personal financial goals—streamlining tax strategies, managing retained earnings, and planning for the eventual sale or succession of your clinic. Whether you're building your clinic, expanding services, or preparing for retirement, we provide long-term, integrated financial guidance tailored to every stage of your professional journey.