Private Wealth & Advisory Services
Advisory engagements are designed to meet clients where they are. While each offering below reflects a distinct area of focus, engagements are often tailored and evolve based on context, priorities, and the complexity of decisions at hand.
A personalized financial strategy tailored to your goals, lifestyle, and long-term vision.
Your plan outlines where you stand today, identifies key opportunities, and provides a clear, actionable roadmap you can confidently follow.
Ideal for individuals who want their financial life to feel organized, intentional, and aligned with long-term goals.
Available for clients in Canada and the United States
Business Strategy Atelier
Starting at $1650
A focused advisory engagement that brings structure and clarity to your business finances. We review your revenue, expenses, compensation approach, and financial systems to identify gaps, inefficiencies, and opportunities for growth.
You receive a tailored roadmap that aligns your business structure, cash flow, and long-term goals, helping you make confident, profitable decisions.
Ideal for entrepreneurs, consultants, and incorporated professionals seeking stability and strategic direction.
Available for Canadian and U.S. business owners
The Tax Advisory Suite
(Personal and Corporate)
T1 | T2 | 1040 | 1120 From $600+
A focused tax advisory service designed to support informed decision-making, and long-term tax planning, with filing handled as part of a broader advisory engagement. As part of the engagement, we prepare and review your personal or corporate return with precision.
You receive clear, practical recommendations to reduce unnecessary liabilities and strengthen your tax position over time.
Ideal for individuals and business owners who want reliable, professional tax support that goes beyond basic filing.
Available for Canadian and U.S. tax clients
The Private Client Concierge
(Ongoing Advisory)
By Application Only
A high-touch advisory relationship offering ongoing financial clarity, strategic guidance, and support throughout the year.
Clients receive periodic check-ins, access to quick consultations, document reviews, and coordinated support across wealth, tax, and business decisions.
Ideal for individuals and families who value continuous clarity, accountability, and the peace of mind that comes from having a trusted advisor on call.
Available for select Canadian and U.S. clients