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Boutique Wealth Advisory · Western Canada

Strategic Wealth
Structuring
for High-Income
Canadian Families

Tax Efficiency. Capital Protection. Generational Planning.

Client Profile

We Work Exclusively
With Professionals

Our advisory practice is designed for a specific type of client — those who have built significant income and assets, and understand that the difference between good and exceptional financial outcomes lies in structure, not speculation.

High-Income Professionals

Engineers, physicians, executives, and researchers earning $150,000+ annually

Established Asset Holders

Families with investable assets above $300,000 seeking structured growth

Tax-Conscious Investors

Clients who understand that tax efficiency is the highest-yield, zero-risk strategy

Long-Term Planners

Those building generational wealth, not chasing short-term market returns

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Years of Experience

0%

Average Annual Return

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Families Served

0K+

Social Media Followers

What We Do

We Design Structures,
Not Just Products

01

Advanced Investment Architecture

TFSA/RRSP optimization, non-registered tax management, investment loan structuring, and cash flow modeling.

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02

Capital Protection Strategy

Critical illness coverage, whole life insurance, children's asset lock, and asset isolation strategies.

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03

Retirement & Intergenerational Planning

Retirement cash flow modeling, tax-deferred structures, estate planning, and legacy architecture.

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04

Strategic Tax Planning for High Earners

Advanced RRSP strategies, corporate vs. personal structuring, leveraged investing, and capital gains planning.

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Begin Your Journey

Private Strategy Session

A confidential 90-minute session covering your asset structure, tax position, and long-term financial architecture. No obligation. No generic advice.

We typically work with clients with investable assets above $300,000.