Your Private
Advisory Office

For growing and protecting the wealth of entrepreneurs

Picture your entire advisory team — accountant, lawyer, insurance agent, banker, investment advisor — collaborating for your benefit. That’s the standard here, built to help you grow and protect both your business and your wealth.

Find your wealth leak Book a free call

Entrepreneurs

Who need a captain for their advisory team — with your goals driving every decision

$1M+

Minimum business revenue

BC & AB

Serving British Columbia & Alberta

The problem

Your financial team isn’t working together — and it’s costing you

You may have a team of elite players, but they’re playing their own positions on their own terms — nobody’s calling the strategy.

✓Reactive tax filing instead of proactive planning — costing 5–7% of revenue annually
✓Advisors working in silos, with conflicting strategies and missed opportunities
✓Gaps in corporate structure, trusts, or insurance quietly putting your wealth at risk

How much is this costing you?

Take the 2-minute estimator and find out — in dollars.

Calculate my leak

The winning team

Every position accounted for. Every play aligned. Everyone playing toward one goal.

You focus on what you do best and what matters most to you — while your team is fully coordinated on your behalf.

✓Every advisor working together under one coordinated strategy
✓Peace of mind knowing every financial decision is made with tax efficiency in mind
✓Confidence that nothing is being left on the table

Ready to see this in action?

Book a free 30-minute call and let’s talk through your team.

Book a free call

How it works

A coordinated wealth team —
without the billionaire price tag

Think of it as your own Entrepreneur’s Wealth Council — I bring your existing advisors together and make sure they’re all rowing in the same direction toward your goals.

Assess your full financial picture

A deep-dive into your tax situation, business structure, investments, protection, and exit readiness — across every advisor relationship you have.

Identify and quantify the gaps

You get a clear picture of exactly where wealth is leaking and what it’s costing you in real dollars, every year.

Coordinate your team and implement

I work with your existing advisors — or bring in specialists from my network — to close the gaps and reduce your tax burden, while managing your investments and insurance in house, coordinated with the rest of your plan.

You get your time and confidence back

No more chasing advisors or wondering if your financial house is in order. You focus on your business. I handle the rest.

Who this is for

I work with a specific kind
of Canadian entrepreneur

This isn’t for everyone. I work best with business owners who value professional advice, understand that their time is money, and recognise that their biggest financial risk isn’t the market — it’s the gaps in their own financial team.

The right fit

Incorporated business owner or self-employed professional in BC or Alberta
$1M+ in minimum business revenue
$1M+ in investable assets
Has a CPA, lawyer, and financial advisor — but they don’t coordinate
Financially literate and detail-oriented
Values expertise and wants complexity delegated
Thinking about wealth protection, retirement, or eventual business succession
Understands that their time has significant economic value

Not the right fit

Not yet incorporated
Business earning under $500K annually
Looking for a one-time transaction or single product
Wants to self-manage investments
Not ready to engage meaningfully with a planning process
Fee-shopping for the lowest cost advisor

Ready to stop the leak?

Find out what poor financial coordination is costing you — in 2 minutes

Take the free Wealth Leak Estimator and get a personalised dollar estimate across 5 financial gaps. No obligation, no sales pitch — just clarity.

Start the free estimator

Your Private Advisory Office