About Us

Looking for something different?

We have an independent approach to planning and advice. Our strategies help families and business owners continue on their growth trajectory while protecting what matters most.

Our wealth strategies have been referred to as the most effective tax-savings solutions permitted by Canadian tax legislation and can generate the highest levels of wealth in Canada for our clients eclipsing all other registered savings vehicles such as TFSAs, RESPs, RRSP, and IPPs. Truly world-class for business owners, incorporated professionals & high net worth families.

In an industry overrun by myths and misinformation ... not all advice is created equal. Seek out an accredited financial industry professional.

I currently hold the accredited Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Certified Health Insurance Specialist (CHS®) and the Certified Cash Flow Specialist™ designation. I am also working towards my completion of the IBC Practitioners Program.

Some Personal Details - Father, Golfer, Musician!

For my Socials, My Calendar and To Connect - click the link below:
www.linktr.ee/NickGiovannetti