You’re building wealth and leading a business — but still not getting the strategic advice you need.
We believe founders deserve more than surface-level advice. You need deeper strategy, clearer guidance, and a partner who understands the weight of your decisions. That’s why we’ve built a firm focused on supporting high-performing entrepreneurs with clarity, precision, and long-term vision.
What Sets Us Apart
We specialize in working with high-performing founders navigating complex income structures, corporate decisions, and rapid growth. We understand the pressure, the pace, and the need for trusted support behind the scenes, and we built this practice to provide exactly that.
This isn’t a volume-based firm. We work with a select number of clients each year so we can go deep, offering high-touch, strategic guidance that evolves with your business. You won’t be handed generic advice or feel like just another account. Instead, you’ll receive personalized planning, clear communication, and a financial partner who helps protect your income, align your structure with your goals, and position you for long-term success as you scale.
For founders who take their finances as seriously as their growth.
WHY FOUNDERS WORK WITH US
Cross-border tax filings (Canada and U.S.), with coordination across international jurisdictions
Corporate structuring and residency-based tax planning for scale, expansion, and mobility
Evaluation of business opportunities, investments, and new income streams
Strategic cash flow planning that supports growth, owner compensation, and long-term wealth building
Coordination of incorporations through trusted legal partners
Tax modeling for major financial decisions, including real estate, capital purchases, and exits
Compensation design including salary, dividends, and shareholder loans aligned with your goals
Ongoing collaboration with agents, legal counsel, and financial advisors
Long-term planning for scale, transitions, and wealth preservation across business and personal life
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What qualifies someone as a “Private Client”?Private Clients are women with complex tax needs — typically earning $500K–$5M+ — who want personalized, year-round strategic support, not just annual filings.
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Do I need to have a corporation or Holdco to work with you?Not necessarily. Many clients do have corporate structures, but we also work with executives, consultants, and investors managing equity compensation, real estate, or cross-border income.
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Do you offer investment advice or financial planning?We specialize in tax strategy, corporate structure, and financial modeling. We do not provide investment advice, but we collaborate closely with your financial advisor to ensure your plan is tax-efficient.
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How do your fees work?We work on a flat-fee, monthly retainer model designed to reflect the value of ongoing, proactive advisory — not just annual tax prep. This means you'll know exactly what’s included and what it costs, with no hourly billing or surprise invoices. Our private client services are structured as annual engagements, billed monthly, to support long-term planning and consistent collaboration.
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What is the minimum commitment?All private client engagements require a 12-month commitment, billed monthly. This structure ensures we have the time and continuity to design, implement, and refine a tax and financial strategy that aligns with your ambitions — whether you’re scaling a business, negotiating equity, or navigating cross-border career moves. You deserve advice that evolves with you. A full-year engagement allows us to: Align with the natural tax and financial planning cycles Be proactive, not reactive Deliver the level of strategic partnership and care our clients expect At the end of each 12-month term, we revisit your needs and adjust scope or pricing accordingly — ensuring continued alignment as your situation evolves.
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Do you only work with women?No — but we created this offering specifically to serve high-performing women who often feel underserved by traditional advisory firms. This page is designed for them.