We work with families and individuals who want more than surface-level advice. Our Windsor-based team specializes in creating strategies that bring order and confidence to complex financial lives. Every high-net-worth portfolio is carefully managed with the same attention to detail we would give our own families. That means sitting in on meetings with accountants and lawyers, asking the right questions, and ensuring every professional on your team is aligned. Clients know they can trust us to coordinate the moving parts, simplify decisions, and deliver a clear path forward.
Business owners and entrepreneurs
Running a business demands energy, focus, and sacrifice. But when it comes to structuring your finances, many owners feel less confident. That’s where we step in. Our experience with Windsor wealth management for business owners helps translate years of hard work into long-term personal success. Whether you are preparing to sell your company, structuring shareholder agreements, or optimizing income withdrawals, our strategies keep your high-net-worth portfolio efficient and effective. We understand the unique challenges entrepreneurs face, and we design solutions that support growth while protecting wealth for the future.
Health care professionals
From shift-work income to complex benefits, we help nurses, allied health, clinic managers and practice staff turn busy careers into clear, tax-smart plans. We simplify incorporation decisions, protect income with the right coverage, and keep savings on track—so life outside the clinic gets the attention it deserves.
Executives
We help Windsor and Southwestern Ontario executives turn complex pay—options/RSUs, pensions, bonuses, corporate plans—into a clear, tax-smart roadmap. We align benefits and equity so nothing’s left on the table, then protect and grow wealth with efficient income design, smart giving, right-sized insurance, and disciplined investing. As retirement nears, we model timing, pensions, and withdrawal sequencing so you know when you can step back—and how your lifestyle holds up. Proactive, steady, and reassuring.
Pre-retirees and retirees
As retirement approaches, timing matters. We map RRSP-to-RRIF conversions, CPP/OAS decisions, and withdrawal sequencing across registered and non-registered accounts to minimize tax and keep income steady. Estate and legacy details are built in—so your plan supports you for decades to come.
Cross-border workers
Navigating money between Canada and the U.S. is complex—overlapping rules and colliding taxes. With 20+ years focused on cross-border wealth matters, we turn that complexity into a clear, coordinated plan. We align retirement timing, estate intentions, tax awareness, and investment strategy so accounts and decisions work together across borders. Clients—business owners and professionals—describe our approach as dependable and family-level care: straightforward guidance that protects wealth over time.
Doctors
Whether you’re incorporated, locuming, or buying into a clinic, we structure compensation, savings, and investment choices to fit your career stage. We help with professional corporations, surplus cash deployment, and retirement/estate plans that protect family wealth—without the jargon.