Entrepreneurs, Executives & Business Owners...you've been told your whole life to allocate your assets a certain way, right? I'm here to tell you, that you've got it backward. It's not about the allocation of the assets... it's about the LOCATION of your assets. Just like buying good real estate...it's all about Location, Location, Location... When your assets are NOT located in the right places, you are being set up to pay higher taxes. And you don't want that right? Of course not. Let me show you how I can help you locate your assets so you pay the least amount in taxes. It starts with our proprietary UniTax Portfolio Solution® Your assets are taxed in different ways, according to the various types of investment accounts held. So it is imperative to have a strategy that addresses asset location. Through our exclusive algorithm, the UniTax Portfolio Solution®, we are able to find after-tax efficiencies and maximize your after-tax return. Our approach is based on the principle of pooling all your investments with a single advisor recommending an integrated and sustainable solution focused on a comprehensive tax-efficient and profit-generating strategy. This software & algorithm isn't available to any advisors in Canada...just us. ...and it was designed specifically for you...the business owners, entrepreneurs, and executives of Canada who are focused on providing the best life for their families and loved ones. It's not about what you make...it's what you keep. In addition to our proprietary algorithm, we provide our clients with customized financial roadmaps. We aim to create air-tight accountability across all the parties involved in your financial planning process to ensure we are hitting the financial milestones over the course of the next 2-3 years. But we can't work together unless we relocate - not allocate - your assets in the right place first using our award-winning managers. If you'd like to access our advice and expertise... leave me a note!