Professional Services & Businesses
ReviewLife 100
Expert tax accounting services, including tax analysis, preparation, filing, and consulting for individuals and small businesses. Specialization in business project consulting, implementing reformation, optimization, and scaling.
Beyond Care Insurance Solutions
Comprehensive financial planning for families and corporations, with industry-elites serving as advisors. Integrating investments, insurance, estate strategies, and tax planning to align with your personal and business goals.
Personal & Client Assets Under Management
Real Estate
Personally owned and client-managed properties, including residential rentals, commercial spaces, and land developments. Investments largely in the GTA, Ontario ranging from Oshawa to London to Niagara Falls.
Insurance & Estate Funds
Corporate and family policies, trusts, and estate plans, including whole life insurance, annuities, and generational wealth strategies. Specialized in multi-generational wealth preservation and tax-efficient estate structuring.
Equities & Market Investments
Equities & Market Investments
Equities & Market Investments
Ownership in publicly traded and private companies, including stocks, ETFs, and pre-IPO investments. Focus on high-growth sectors and strategic long-term holdings. Minor holdings in new-age assets such as cryptocurrencies.
Non-Traditional Assets
Equities & Market Investments
Equities & Market Investments
Client and personal holdings in private placements, gold and gem jewelry, fine art, and other non-traditional assets. Emphasis on rare, appreciating assets with strong private market demand as well as retail potential.