Taking the First Step Towards Financial Empowerment

Whether it's strategic financial planning or a discreet one-on-one conversation, we offer you a wealth of resources and exclusive services. We encourage you to connect with us and ask any questions on your mind. Let's Begin the Conversation

2023 Year-End Tax Planning Checklist!

Unlock Your Wealth Potential with Our Updated Year-End Tax Planning Checklist! Discover how to maximize your tax benefits and explore our tax-efficient solutions. Let's have a conversation about securing your financial future!

Safeguarding Your Legacy for Generations: More Than Just Wealth Transf...

Our commitment goes beyond financial wealth; it's about creating a timeless legacy for your family's enduring prosperity.

Tax Mastery: Optimizing Wealth Strategies, Turning Taxes into Wealth

Maximizing your wealth while minimizing tax liabilities.

Elevating Women in Wealth: Your Financial Goals, Our Expertise

Our tailored approach empowers women to navigate the financial landscape confidently, securing a prosperous future on their terms.

In the blink of an eye, life can take unexpected turns.

In those challenging moments, the importance of preparation cannot be overstated. When a loved one departs, we stand by your side with unwavering support and compassion. With us, you are never alone in your journey toward securing your loved one's le...

Let's talk!

We're Not Just Investment Advisors; We're Wealth Architects.

Let's Begin the Conversation!

Building Wealth Legacies Through Trust, Integrity, and Decades of Expertise.

Our Unparalleled Expertise

As dedicated portfolio managers and wealth advisors, we specialize in serving High Net Worth Canadians and their families. With an impressive track record of over 50 years, our mission is to craft, safeguard, and perpetuate your wealth across generations. Through time-tested methodologies, exclusive investment opportunities, personalized services, and a comprehensive approach to financial strategy, we empower Canadian families to realize their financial aspirations.

Preserving Your Legacy

Beyond capital preservation and growth, we understand the importance of maintaining your lifestyle, minimizing tax burdens, safeguarding against unforeseen challenges, and ensuring a seamless transfer of your legacy. This is where we excel.

Embark on a Wealth Journey

Take the first step towards securing your family's financial future. Contact us today to arrange a wealth consultation and discover how our team can guide you and your loved ones through generations of prosperity. Your legacy begins here.

Unlock Your Financial Potential with Our Expertise in Portfolio Management

Meet Our Tax & Estate Planning Team

At the heart of our financial prowess lies a commitment to big-picture strategies. We firmly believe in adopting a holistic approach to safeguard and amplify your wealth, ensuring a seamless transition to the next generation. Our esteemed Tax & Estate Planning professionals, including accomplished lawyers, astute accountants, and seasoned estate planners, collaborate closely with you and our dedicated team.

Your Vision, Your Terms

Living life on your own terms isn't an accident; it's the result of meticulous strategy and deliberate planning.

Tailored Wealth Solutions for You

Whether your objectives revolve around securing your family's future or fortifying your business endeavors, we recognize that your circumstances are unique. That's why we craft a personalized Wealth Plan that factors in every facet of your financial landscape:

  • Strategic Tax & Financial Planning: Maximizing your wealth while minimizing tax liabilities.
  • Comprehensive Insurance Solutions: Protecting your assets and loved ones.
  • Thoughtful Estate Planning: Ensuring your legacy endures as you intend.
  • Seamless Retirement Planning: Embracing a comfortable and fulfilling retirement journey.
  • Business and Farm Succession: Safeguarding the continuity of your business or agricultural enterprise.
  • Empowering Philanthropy: Supporting causes close to your heart.

Your financial future deserves meticulous care. Let's work together to create a customized roadmap that turns your dreams into tangible reality. Reach out to us today and embark on a journey of financial empowerment. Your legacy begins here.

How We Transform Wealth

We Are Seasoned Portfolio Masters

With an unparalleled legacy of over 40 years in the industry, we wield the expertise and precision to propel you from your current financial position to the pinnacle of your aspirations. By entrusting us, you gain exclusive entry to elite investment maestros, distinguished tax and estate legal experts, and a world of unparalleled financial opportunities.

Experience True Peace of Mind

Elevate Your Status to Client

We extend a personal invitation for you to engage with us and savor the advantages of a seasoned ensemble of Wealth Visionaries and Retirement Strategists. Take swift action by filling out our concise form.  Your path to unparalleled financial success begins now.

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.

 

2024 year-end tax planning checklist

Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact on your overall finances.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights

 

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

Market Ethos

15 October 2024
All eyes on earnings
View article

 

30 September 2024
Will China’s adrenaline shots work?
View article

 

Investor Strategy

October 2024
Navigating the fog
View article

 

Daily market commentary - The Launch Pad

Latest Blog Posts
The Wealth Report - Q3 2023
Published Date: 20 November, 2023
Author: Jorge Saban Jr.
Dividends – On Sale! Planning a Pathway to Financial Well-being The Tax-Free First Home Savings Account... Read more
The Wealth Report - Q2 2023
Published Date: 20 November, 2023
Author: Jorge Saban Jr.
Everything has gone K-shaped Les Jardins de-Quatre Vents RESPs... Read more
The Wealth Report - Q1 2023
Published Date: 20 November, 2023
Author: Jorge Saban Jr.
Markets Turn Positive as Inflation Eases in H1 2023 Saying Goodbye to a Team Member You’re invited: The Art of Gathering Tax-Free ... Read more
Events
There are no events to show
Financial Planning 101 for the younger generation
Date: Sep 24, 2024 11:45 AM Eastern Daylight Time - Sep 24, 2024 01:00 PM Eastern Daylight Time
Location: 100 Queens Quay East 25th floor main boardroom Toronto, ON M5E1Y3

We invite you to learn the essentials over lunch: first financial plan, savings, dealing with debt, insurance, wills, powers of attorney.

You may be far from retirement age, but many years of financial experience have shown us that individuals are never too young to start thinking strategically about their financial future. You have a lifetime filled with plans, dreams and potential. Guest speaker Sean Hsu, Senior Tax Specialist at Richardson Wealth will help you ensure that you can earn, save and live your life to the fullest with the key elements of a financial plan in place.

 

​​Lunch will be served
RSVP
Critical 10 for retirement planning
Date: Sep 10, 2024 11:45 AM Eastern Daylight Time - Sep 10, 2024 01:00 PM Eastern Daylight Time
Location: 100 Queens Quay East 25th floor main boardroom Toronto, ON M5E1Y3

We invite you to learn the essentials over lunch.

Each stage of the investing lifecycle is unique and comes with its own demands. However, none is more important than the Critical 10, the five years before and after retirement. We will discuss key components of retirement with guest speaker Ryan Knipfel, Senior Financial Planner at Richardson Wealth. Your action plan for success includes lifestyle and family decisions, minimizing tax and ensuring all areas of your financial plan are in place as you prepare for this milestone.

 

​​Lunch will be served
RSVP
Become a Client: Unlock the Benefits of Joining the Wronski Cann Group

Elevate your financial journey by becoming a valued member of the Wronski Cann Group's exclusive community of accredited investors. Our commitment to safeguarding, amplifying, and expanding your wealth is unparalleled. By choosing us, you and your family will gain exclusive access to cutting-edge research, in-house experts, and the peace of mind necessary to retire with absolute confidence. Join us in securing a prosperous financial future.

I Wish to... (check as required) *
*Required fields