Wealth Strategy Group provides innovative and effective wealth preservation solutions based on an independent, comprehensive, interdisciplinary and holistic approach.

We have over 75 years of combined experience in providing personal planning advice to successful business owners and wealthy families. This experience encompasses all aspects of the wealth planning process, with particular focus on estate planning, asset protection, taxation issues and exit strategies, all with the objective of having our clients pay the least amount of tax, professional fees and court costs.

Our services are provided on a quoted fee basis.

In addition to providing wealth protection planning services to successful entrepreneurs and affluent families, we have advised companies such as Sun Life, CIBC Wood Gundy, TD Bank, Investors Group, Manulife Financial, Hong Kong Bank and The Berkshire Group. Our clients are referred to us by their lawyers, accountants and financial advisors.