Your Financial Life
Clarified, Organized, Aligned.
Financial planning for business owners and successful families — bringing your investments, tax strategy, retirement income, and estate plan together in one coordinated strategy.
If You've Been Sitting On Questions Like...
Is My Portfolio Working For Me?
You're not sure if your investments are actually working with your tax strategy and retirement plan.
Am I Paying Too Much in Taxes?
You've got, RRSPs, TFSAs, a holdco etc. — but nobody's explained if the pieces fit together tax-efficiently.
Is My Estate Even Set Up Properly?
You know you should have a plan for this. You just haven't had the right conversation yet.
Can I Choose What's Next?
You’re not sure if your wealth gives you the freedom to slow down, sell, retire, or make your next move.
Is My Financial Life Under Control?
Every time you sort one thing out, something else needs attention. It's tiring — and it shouldn't be.
Download The Free 15-Point Coordinated Advice Checklist
Let's find out if your investments, an accountant, a will, etc are working together, or just sitting beside each other.
Book Your Free Assessment Today!
Free AssessmentWhat Working With WealthSmart Looks Like
We covers all six areas of financial planning—goals, risk, investment, retirement, tax, and legacy. The goal is a life that makes sense as a whole.
We're Required To Put You First
As fiduciaries, we legally have to act in your best interest.
Everything is Coordinated
We coordinate every part, so nothing gets managed alone.
We Plan and Implement
We take the plan from paper to action and stay involved.
Our Interests Are Aligned With You
Our fees are based on assets, no commissions or hidden costs.
Professional Designations
The Latest From Our Blog
Insights on tax strategy, retirement planning, business transitions, and every little thing in between.
Built to Bring Every Part Of Your Financial Life Together
Since 1997, we’ve helped families and business owners build, protect, and pass on their wealth.
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A Simple 3-Step Process To Get Your Finances Coordinated
Getting started is easy, just three steps from your first call to a coordinated plan that's being actioned.
Complimentary Clarity Call
We start with a conversation to understand your full financial picture. If we're a good fit, we'll move forward from there.
Organize Every Corner
We pull all six areas of your financial life into one strategy—coordinated with each other and with your other professionals.
Execute, Adapt, & Support
Your financial life should move with you. We implement the plan, keep it current, and adapt it as your goals and life change.
Client Case Studies
Every financial situation is different. Here's a look at how we've helped real clients get their investments, tax, retirement, and estate all working together.
Hear It From The Families And Business Owners We Work With
Sometimes, it's better to hear it from our clients. Here's what a few of them had to say about working with WealthSmart.
Start With a Free Assessment
A relaxed, no-pressure conversation to understand where you are, what matters most, and whether your financial life is as coordinated as it should be.
Our conversations are always stress and pressure free — guaranteed!
