Wealth Defence · Toronto

Wealth Defence

You know how to build wealth. Keeping it is a different game.

You spent a lifetime building it across your corporation, your investments, your property. One day, all of it transfers. The only open question is whether you decide where it lands or the CRA decides for you by default.
Wealth Defence · Toronto

A coordinated strategy for where your wealth lands.

Most people with real wealth already  have good advisors an accountant, a lawyer, an investment manager. Each one is excellent at their own corner.

But no one is responsible for the whole picture. And no one is steering where your wealth ultimately lands which means, by default, the tax system steers it for you.

Wealth Defence is the strategy that takes that decision back. It aligns everything you’ve built corporate, personal, registered, real estate so at every moment your wealth could change hands, it moves where you intended.

The Six Moments

Your wealth transfers at six moments. Each one decides where a piece of it lands.

You don’t get to choose when they arrive, only whether you’ve planned for them. Each moment, structured in advance, becomes a decision you’ve already made.
The Picture

One strategy. Three destinations you actually chose.

Without a strategy, wealth flows along the path of least tax resistance which is rarely the path you’d choose.

Wealth Defence redirects that flow. Your corporate, personal, and registered assets get coordinated into one picture, with the destination decided in advance.

Family what transfers, when, and on what terms.
Causes foundations and gifts directed by you.
CRA minimized to what’s strictly required, not defaulted to.
How it flows: your Corporate, Personal, and Registered assets pass through the Wealth Defence shield and land where you decided, not where tax rules default.
Who This Is For

Built for owners and families with something worth defending.

How We Work

You stay in control. Everyone else gets aligned.

We don’t replace your advisors we connect them. You keep the team you trust; we hold the whole picture together.

Understand

Map everything you’ve built and where you actually want it to land for your family and the causes you care about.

Coordinate

Align your accountant, lawyer, and advisors around one strategy all moving in the same direction.

Defend

Put the structure in place so each of the six moments resolves the way you intended not by default.
What Clients Say

From the owners who already made the call.

"Peter is the real deal. He was with me every step, breaking down the complexity and making it easy to grasp. I've unlocked a way of handling my finances I never thought possible."

Blair B.

"After 25 years in business, Peter uncovered an approach to wealth preservation and succession I hadn't considered reducing my tax now and ensuring my assets transition smoothly to the next generation."

Gurt P.
How We Work

The decision gets made either way. Make sure you’re the one making it.

A confidential conversation about where your wealth is currently set to land and what it would take to put you in control of the destination.