YOUR PATH TO
Financial Freedom
We work with business owners, professionals, and high-net-worth individuals and families to maximize and protect their wealth, pay less tax, and implement innovative insurance, investment, and retirement & estate plans.
What We Do
Tax-Minimization & Sheltered Investing
Structure your business or family organization to be as tax efficient as possible. Put your tax savings and accumulated wealth towards your family's future.
Our Process
Our process begins with a free, no-obligation consultation, where we take the time to understand your needs and objectives.
This is also an opportunity for you to ask questions and evaluate whether we are the right fit for you, your business, and your family.
Next, we move to the drawing board to design strategies specifically for you.
As an independent firm, we have access products from all major insurance providers and banks, ensuring we offer solutions that best meet your goals.
Once the strategy is finalized and everyone is aligned, we proceed with the implementation process.
Our commitment doesn’t end there— we provide ongoing lifetime management of your products, offering continuous guidance, support, and expertise.
Matthew Hutchison | LL.B.
President
Matthew combines his legal, financial planning, and wealth management expertise for High-Net-Worth and Ultra-High-Net Worth individuals and families. He specializes in tackling complex challenges by developing and implementing innovative insurance, investment, and estate planning strategies to maximize client's wealth, protect assets, and reduce taxes.
Matthew is a Million Dollar Round Table (MDRT) Top of the Table member, placing among the top 0.2% of Financial Advisors worldwide.
