Financial Planning Richmond | Professional Financial Planning Services

Custom, Tax-Aware Planning for Complex Wealth in Richmond

We design customized financial plans in Richmond for high net worth families and entrepreneurs coordinating investment policy, tax strategy, retirement income planning, and estate & trust planning.

What We Do

Corporate & Registered Accounts — Optimize corporate investment accounts and coordinate RRSP/RRIF, TFSA, and pensions.
Executive Equity — Plan for stock options, RSUs, and concentrated positions.
Estate & Trust Planning — Trusts, charitable strategies, and probate-efficient structuring.
Retirement Income Planning — Sustainable, tax-aware withdrawal sequencing and cash flow.

Best fit: $400k+ in investable assets. Request a private consultation to discuss tailored strategy.