Welcome To Return on Life
Your Wealth,
Your Legacy — On
On Your Terms
Your Current Situation
But now that you’ve made it, you’re
staring down a new problem
The CRA is positioned to take a massive cut of everything you’ve built.
Does it feel fair?
Obviously Not. You Work Hard, You Played By The Rules, And You Are The One Who Is Penalized.
But it doesn’t have to be that way.
- Create pathways to transition corporate dollars to personal wealth—tax-free.
- Build tax-free savings within your corporation.
- Protect more for your family, your future, and the causes you care about.
What We Do
Here's how we help
Create Tax-Free Wealth Transfers
Build Tax-Free Corporate Savings
Support Causes You Care About
Why It Matters
- Over 50% of your wealth could be lost to taxes.
- Transferring wealth from your business to personal use becomes unnecessarily expensive
- You miss out on opportunities to grow and protect your wealth while giving back to what matters most
Case Study
Who Is This For
You’ve spent years building something valuable—yet the more success you create, the more complicated and frustrating it becomes to keep what’s yours.
- You’re tired of feeling like you’re punished for your success every time you look at your tax bill
- You’ve built significant wealth, but now feel uncertain about how to protect it for your family and future
- You lie awake wondering how much of what you’ve created will be eroded by taxes, fees, or poor planning
- You feel stuck—surrounded by advisors who react instead of strategize, leaving you to piece it all together
- You want to give back or support causes that matter—but worry that charitable giving will cost your family too much
- You’ve outgrown the standard advice—and you’re ready for a smarter, more intentional approach to managing your wealth
See What Our Clients Are Saying
Peter is the real deal. When I started on my journey, he was with me every step of the way, breaking down the complexities and making everything easy to grasp.
Since working with him, I’ve unlocked a new way to handle my finances, leveraging funds in ways I never thought possible. Anyone considering a dive into the world of financial control needs to chat with Peter.”
As a business owner for over 25 years, I’ve explored many financial strategies. But Peter and his team uncovered a new approach to wealth preservation and succession planning that I hadn’t considered. They helped me reduce my current tax burden and set up a plan that addresses future taxes as well. This strategy not only shields my wealth from market fluctuations and other outside factors but also ensures that my business and assets are smoothly transitioned to the next generation. I now have the clarity and flexibility to provide for my family, secure the future of my business, and adapt as needed.
Insights to Grow, Protect & Pass On Your Wealth
Ever wonder what’s really getting in the way of protecting your wealth?
It’s not just taxes, outdated documents, or a lack of time.
It’s something deeper resistance.
That invisible barrier between you and the financial clarity you know you need.
It shows up as avoidance. Overwhelm. Guilt for not “figuring it out sooner.”
You tell yourself you’ll get to it… after the next quarter, the next project, the next season.
We understand because we’ve seen it before.
And that’s exactly why we built the Wealth Defence Playbook.
To help you take the first step, confidently, simply, and without pressure.
Let’s move past resistance, and into clarity.
