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. 
 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

View article

 

Train arriving, symbolizing timely insights

Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

8 July 2024
Bonds-equities: Diversification is harder to come by
View article

 

25 June 2024
Déjà vu
View article

 

Investor Strategy

July 2024
Second half challenges ahead
View article