Private Wealth Advisory — Canada
Every dimension
of your wealth,
working together.
Who We Serve
For those whose financial
life has outgrown
a single relationship.
You have built something meaningful — a practice, a business, a family legacy. Yet your accountant, your lawyer, and your investment advisor have never once spoken. Each holds a piece; none holds the whole.
Vantage 360 was founded precisely for this moment. We serve incorporated professionals — physicians, dentists, lawyers, engineers — alongside entrepreneurs with complex compensation structures, and pre-retirees approaching the most consequential financial decisions of their lives.
Investable assets
$500K – $5M
Client profile
Ages 45 – 70
Professionals
Medicine, Law, Engineering
Market
Canada
10
Dimensions of your wealth
coordinated as one
Our Philosophy
Advice that sees
the whole person,
not just the portfolio.
Most wealth advisory relationships are defined by what they leave out. Your investment manager optimizes the portfolio. Your accountant files the returns. Your estate lawyer drafts the documents. But no single trusted voice holds the complete picture — and the gaps between those advisors are exactly where value is lost.
Vantage 360 was built on a different premise: that the greatest outcomes come not from optimizing any one dimension in isolation, but from understanding how all ten work together. Tax strategy informs retirement timing. Business structure shapes estate planning. Insurance fills the gaps that emerge only when you see the whole.
"We believe every Canadian professional deserves a single, deeply trusted advisor who has read every chapter of their financial life."
— Vantage 360 founding principle
The 360 Approach
Ten dimensions.
One coordinated conversation.
Most advisors manage one or two. We hold all ten — and understand exactly how each one affects the others.
- 01
Investment Management
Disciplined, goals-based portfolio construction coordinated with your tax position and time horizons — not a product shelf.
- 02
Tax Strategy
Proactive personal and corporate tax planning that works in concert with every other dimension. Year-round, not year-end.
- 03
Retirement Planning
A clear, quantified path from where you are today to the income, freedom, and certainty you expect. CPP and OAS optimization included.
- 04
Estate Planning
Structuring your estate to transfer wealth efficiently and intentionally — coordinated with your legal counsel.
- 05
Insurance & Risk
Identifying and filling the gaps that only become visible when you see the full picture: life, disability, critical illness, corporate-owned.
- 06
Business Succession
Whether you plan to sell, transition to family, or wind down, we coordinate the financial, tax, and personal dimensions of your exit.
- 07
Corporate Structure
Holding companies, professional corporations, family trusts — structured for maximum after-tax wealth, not complexity for its own sake.
- 08
Debt & Cash Flow
Optimizing the balance between retained earnings, shareholder loans, and personal cash flow for incorporated professionals.
- 09
Charitable Giving
Donor-advised funds, charitable remainder trusts, and giving strategies that align your generosity with your tax efficiency.
- 10
Life & Legacy
The personal and family conversations that underpin every financial decision — values, intentions, and the meaning behind the numbers.
Not every client needs all ten. Your engagement begins with a conversation that maps exactly where coordination will create value.
Start the Conversation →
Your accountant files. Your lawyer drafts. Your investment manager buys and sells. But who holds the whole picture? Who asks the question that connects all three?
The question every Vantage 360 engagement begins with
Our Principles
What we believe makes
the difference.
Coordination over fragmentation.
The greatest risk to a complex financial life is not market volatility — it is the quiet losses that accumulate when your advisors operate in silos. We exist to close that gap permanently.
Depth over breadth.
We work with a deliberately limited number of clients. Not because exclusivity is a marketing tool, but because the quality of coordination we deliver requires that we know your complete story.
Clarity over complexity.
We translate sophisticated strategy into plain language. A plan you fully understand is a plan you can act on. Every recommendation comes with the reasoning, not just the conclusion.
Questions
What most clients
ask us first.
- Who does Vantage 360 Private Wealth serve?
- We serve incorporated professionals (physicians, dentists, lawyers, engineers), entrepreneurs with complex compensation structures, and pre-retirees aged 45–70 in Canada with investable assets of $500K–$5M. Our clients are financially sophisticated and frustrated that their accountant, lawyer, and advisor have never spoken.
- What makes Vantage 360 different from other wealth advisors in Canada?
- Unlike institutions that silo advice, Vantage 360 coordinates all ten dimensions of your financial life — investments, tax strategy, retirement, estate, insurance, and business succession — inside a single deeply trusted relationship. We deliver a true 360-degree wealth experience with the warmth and attention of a boutique family office.
- What investable assets are required to become a client?
- Our typical client has investable assets of $500,000 to $5 million. That said, what matters more is the complexity of the situation — an incorporated professional with $500K and a corporate holding company often has more to coordinate than someone with $2M in a straightforward RRSP.
- How do I begin working with Vantage 360?
- We begin with a complimentary 60-minute conversation to understand your full financial picture across all dimensions. There is no obligation and no product pitch — just an honest perspective on where coordination could create meaningful value for you.
- Does Vantage 360 serve clients across Canada?
- Yes. We serve clients Canada-wide, offering meetings both virtually and in person. We are particularly experienced with the financial complexity facing incorporated professionals and business owners throughout Canada.
Begin Your Engagement
A 60-minute conversation
that sees your whole
financial life at once.
There is no obligation and no product pitch. We meet to understand your full situation — every dimension — and share an honest perspective on where coordination could create meaningful value for you.
Holistic
All ten wealth dimensions
Boutique
Deliberately limited client roster
Canada-wide
Licensed wealth advisory