Women are leading companies, building wealth, and making complex financial decisions every day — and yet, many still feel overlooked by their advisors.
We believe women deserve more: deeper strategy, clearer guidance, and a partner who understands what’s at stake. That’s why we’ve built a firm around serving high-performing women with intention and insight.
What Sets Us Apart
As a woman-owned firm, we built this practice to serve women like you — ambitious, intentional, and managing complex financial lives. We understand the responsibility that comes with being the decision-maker, and we offer the kind of thoughtful, strategic support that’s often missing from traditional advisory relationships.
We work with a limited number of women each year to offer the kind of thoughtful, personalized guidance that traditional firms often overlook. You won’t be rushed, talked over, or handed a template. Instead, you’ll receive proactive strategy, clear communication, and a long-term partnership designed to protect what you’ve built — and help you grow it with intention.
Trusted by high-performing women who expect more.
WHY WOMEN WORK WITH US
Cross-border tax filings (Canada and U.S.), with international coordination as needed
Residency planning and treaty optimization for global mobility
Tax-smart structuring for business income, equity, and investments
Cash flow planning and lifestyle budgeting that supports your ambitions
Coordination of incorporations and corporate structuring through trusted legal partners
Tax review of contracts, compensation packages, and equity grants
Modeling for major purchases, liquidity events, and investment moves
Salary vs. dividend strategy and owner compensation planning
Seamless collaboration with your legal, investment, and advisory teams
Long-term planning for career shifts, parental leave, retirement, and legacy
What It’s Like to Work Together
This isn’t a one-size-fits-all service.
We take on a limited number of private clients each year so that each engagement receives the attention it deserves. Our approach is discreet, responsive, and structured to give you:
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Clarity over your tax and financial picture
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Confidence in major decisions
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A proactive plan that evolves with your 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.