The entrepreneur’s wealth advisor — Canada

Your business built
your wealth.
Now let’s make sure
you keep it.

Most successful Canadian entrepreneurs are quietly losing six figures a year to poor tax planning, uncoordinated advisors, and missed strategies. I fix that — with a coordinated, family-office approach built specifically for incorporated business owners.

Find your wealth leak Book a free call
$1M+
Minimum business revenue
BC & AB
Serving British Columbia & Alberta
CFP
Certified Financial Planner
The problem

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

You’ve built a successful business. But your accountant, lawyer, and financial advisor are each working in their own silo. No one is coordinating. No one is looking at the whole picture. And every year that goes on, the gaps between them quietly drain your wealth.

01
CRA tax drag
Reactive filing instead of proactive planning costs most entrepreneurs 5–7% of revenue annually.
02
Advisor silos
When your CPA, lawyer, and advisor don’t talk, strategies conflict and opportunities disappear.
03
Unprotected assets
Without the right holdco or trust structures, your personal and business wealth is exposed.

How much is this costing you?

Take the 2-minute estimator and find out — in dollars.
Calculate my leak
How it works

A coordinated wealth team —
without the billionaire price tag

Think of it as a fractional family office. I sit above your existing advisors and make sure they’re all rowing in the same direction — toward your goals.

01
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.
02
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.
03
Coordinate your team and implement
I work with your existing advisors — or bring in specialists from my network — to close the gaps, reduce your tax burden, and protect what you’ve built.
04
You get your time and peace of mind 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 recognise that their biggest financial risk isn’t the market — it’s the gaps in their own financial team.

The right fit
  • Business generating $1M+ in annual revenue
  • Incorporated in BC or Alberta
  • CPA, lawyer, and advisor who don’t coordinate
  • Suspect you’re overpaying CRA
  • Thinking about eventually selling the business
  • Financially literate and values expertise
Not the right fit
  • Looking for a one-time transaction
  • Wants to self-manage investments
  • Business under $1M in annual revenue
  • Not ready to engage with a full planning process
What clients say

From entrepreneurs who’ve
been where you are

“I always assumed my accountant and my advisor were talking. They weren’t. Within 90 days we found over $80,000 in annual tax savings we’d been leaving on the table for years.”
— [Client name], founder, [Industry]  ·  Replace with a real testimonial
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