You have a desire to

As your family’s CFO, we can help.

With business and financial expertise, we are a trusted partner when it comes to multi-generational wealth management. Our mission is to empower business owners with the choice and agency to achieve their goals. Together, we will help you build your financial house that will stand for generations to come.

Our Difference

Financial Knowledge & Experience

Our financial planners and advisors have a combined total of over 70 years of experience specializing in family enterprise integration, family wealth planning, risk management, wealth transfer, and asset management.

A GLOBAL
Network of Specialists

Our network of Canadian and cross-boarder tax accountants, tax, estate, and corporate lawyers in various jurisdictions, and financial advisors, investment specialists are at your service.

Multi-
Generational
Approach

Not only do we look at your wealth, we consider the impact of your integrated plan on the next generation, and generations to come, to ensure your legacy and values live on.

Complete
Implementation

Once we’ve designed a holistic plan, we manage complete implementation with our network of specialists, from initiation to ongoing monitoring.

Continuity
for the Future

We offer continuity in helping clients to implement, review, and update wealth management plans in years to come, and for generations to come.

Personalized
to Your Purpose

A client-centric approach is always at the core of all our services. The successful achievement of your goals is the biggest reward for us.

Lynn Zhang

Empowering Financial Agency

“Growing up, wealth management had not been a widely recognized profession in my home country. With limited knowledge and lacking the sense of security, most people didn’t know much about how to navigate the complex arena of personal and business finance.

When I developed experience in the corporate finance world, I learned the power of financial knowledge and the importance of having options, clarity and confidence.

My desired impact is to help my clients safeguard the legacy they work so hard to build and gain peace of mind that their families will be taken care of for generations to come.”

Lynn Zhang, Founder

Our Values

  • Transparent Communication
  • Purpose-driven Strategy
  • Consistency and Continuity
  • Wealth as a Vehicle for Impact
transparent-communication

Clarity and being straight-forward are critical for us. When it comes to your wealth, there’s no room for fluff.

purpose-driven-strategy

There is no one-size-fits-all approach. We are committed to understanding your purpose and vision and personalizing a strategy that fits.

consistency

We grow with our clients and we stand by our clients’ major decisions, should it be succession plans, retirement plans, or life’s major events.

wealth

We believe that the end goal is not to simply accumulate wealth, but to leverage wealth in order to achieve a greater purpose.

Our Values

Transparent Communication

Clarity and being straight-forward are critical for us. When it comes to your wealth, there’s no room for fluff.

Purpose-driven Strategy

There is no one-size-fits-all approach. We are committed to understanding your purpose and vision and personalizing a strategy that fits.

Consistency and Continuity

There is no one-size-fits-all approach. We are committed to understanding your purpose and vision and personalizing a strategy that fits.

Wealth as a Vehicle for Impact

There is no one-size-fits-all approach. We are committed to understanding your purpose and vision and personalizing a strategy that fits.

SEE OUR SERVICES

Discover more about how we help our clients achieve their goals through integrated wealth transfer planning, risk management, and asset management.