Where family wealth flourishes
We specialize in cross-disciplinary financial and insurance solutions to empower your family’s financial future.
Your trusted financial advisors for a roadmap to freedom.
Because wealth is having the freedom to live with purpose.
As one of Markham’s premier financial firms, we explore the questions that truly matter: Are you on the right path? Are your financial choices bringing you closer to your vision of wealth?
Your financial roadmap should reflect your unique values and aspirations. We go beyond conventional wisdom to explore the deeper layers of your financial landscape, uncovering niche opportunities, and proactively mitigating risks along the way.
New financial realities demand a new approach.
Everyone assumes their finances are handled well enough, despite conflicting advice from different professionals across personal banking, investments, taxes, mortgages, and real estate. The truth is, they often are building less wealth than they could.
We specialize in breaking down these siloes. Our network of top experts work hand-in-hand to deliver integrated solutions that optimize your entire financial picture.
Whole Family Wealth
Multi-Generational Planning, Strategic Investments
Business & Tax Optimization
Maximum Yielding Tax Strategies, Succession & Business Planning
Insurance Solutions
Life and Corporate Insurance, Premium Financing, Risk Planning & Management
Retirement Planning
Income Planning, Estates and Trusts, Philanthropic and Legacy Giving
Real Estate Solutions
Mortgages, Investment Property Solutions, and Cash Flow and ROI Analysis
Some of our trusted partners
Our mission is to empower your family’s choices.
We make finance uncomplicated, so you can be purposeful and confident with your financial decisions, no matter your stage of life and wealth.
Working with Open Concept was a real game-changer for my business and my family. Your fresh thinking on how to save taxes was especially valuable for us. — Mark S.We initially came for an insurance quote, but was quickly impressed by your expertise on all things financial. You made it easy to know what to do next. — Kelly W. I can't thank you enough. I'm so glad you helped my parents look at their entire portfolio, so they can relax and enjoy their retirement. Also it gave me confidence that we have future care need covered. — Tse KeungTailored solutions for your unique needs
Busy Executives and Professionals
For those with demanding careers, managing finances can be a daunting task. We provide streamlined financial management, tax optimization, and investment strategies that allow you to focus on your professional success while ensuring your financial health is robust and well-managed.
Families Across Generations
As your family grows, so do your financial responsibilities. We assist with education savings plans, life insurance, tax planning, and investment and trust strategies that secure your family's future. Our integrated approach ensures that every aspect of your financial life is optimized for growth and cross-generational continuity.
Business Owners & Entrepreneurs
Entrepreneurs face unique financial challenges and opportunities. Our team offers comprehensive solutions, including business succession planning, tax-efficient strategies, and investment management, ensuring that your business thrives while your personal financial goals are met.
Dynamic Retirees
Retirement is a time of enjoyment and fulfillment. We help retirees manage their finances with comprehensive retirement planning, income strategies, and wealth preservation tactics. Our goal is to ensure that you can live comfortably and confidently, knowing your financial future is secure.
“Every family’s financial situation is unique. ”
That's why we take a personalized approach, customizing our solutions to ensure your journey towards financial well-being is characterized by resilience and growth.
Our award-winning team makes all the difference
We work hard to advance your financial big picture with confidence and clarity
$100 million+
Investments under management
$200 million
insurance policies served to date
Top 10%
consistently recognized with industry awards
Interested in joining us? We are always looking to grow our team with exceptional talent
Your family deserves nothing less.
Don't settle for confusion and sub-par returns.
Partner with us and chart a new course towards clarity, security and prosperity.
01 - Let’s Meet
Let’s come together for a no-obligation discovery call with one of our elite advisors. Together, we’ll talk through your family’s aspirations and start crafting a strategy that champions your family’s vision of wealth.
02 - Let’s Strategize
Drawing from our initial discussion, we'll construct a dynamic financial blueprint that grows and evolves with you. We will look at high-yield strategies as well as smart distribution, ensuring your decisions benefit your whole family.
03 - Let’s Grow Together
As a client, you’re invited to join an exclusive circle of forward-thinkers. You’ll gain access to our client-only events, digital resources and interactive workshops to keep you at the forefront of financial innovation and family planning.