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Your time, your loved ones, your finances.  What is it all for? 

How are you going to enjoy today?

Novel.  Logical. 

Built on purpose.  Your purpose.


We asked ourselves the same questions we have been posing to our clients for years.  This is where our personal compasses has led us.  


Our multi-disciplinary team of accountants, nurses, personal support workers, financial planners, investment managers, and family enterprise advisors are delighted to support a small number of Canadian families as their Advisory Council and Concierge.

Implementing a bespoke Family Compass framework combined with novel, logical strategies ensures that in any situation when the wind blows, the families we serve have the peace of mind to spend their day on what matters most to them.

Our talent is caring.

Our purpose is Making Lives Better.  

Family Portrait

Be well

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