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