Antaya Wealth Counsel
Comprehensive wealth planning for tech professionals and entrepreneurs
Our wealth management practice is built on a fundamental question: what decisions can clients make today to protect themselves for tomorrow? It’s central to our ethos because it’s a question we’ve lived through ourselves and for over 20 years, have helped our clients to confidently answer.
As a senior manager and engineer at a tech firm during the dot-com bubble in the early 2000s, Mark experienced first-hand the windfall highs and the financial insecurity lows. He saw colleagues face consequential losses that could’ve been avoided had they been in a better place with a stronger financial plan. It highlighted the need for wealth planning that could speak to tech professionals and entrepreneurs and the complexity of building careers and wealth in fast-paced industries.
Today, Antaya Wealth Counsel has become a trusted advisor to a select group of entrepreneurs, tech professionals and business-owner families in the Ottawa area. From helping clients navigate the high variability of their careers and the complexities of compensation such as RSUs or stock options, to educating them on the tax implications of their decisions, our approach is rooted in thoughtful planning and transparency. Using the latest financial planning software combined with our own market intuition and Richardson Wealth’s in-house team of tax and estate planning experts, we design comprehensive wealth plans for clients that account for everything from finances and investments to tax and insurance. Every aspect is considered and modelled to ensure our clients understand the impacts of their wealth decisions.
You’ve worked hard to build your wealth. Let us show you where your wealth can take you.