01 / PLAN
Wealth planning
Connect your goals, cash flow, investments and long-term decisions in one clear strategy.
Integrated wealth planning
Your wealth, engineered for life.
A distinctive planning approach for professionals, business owners and established families. We connect the financial decisions that shape your personal wealth, business and legacy, working closely with your accountant, lawyer and other trusted professionals to bring each perspective into one clear plan.
20+ yearsof experience
Ottawa & Torontooffices
CFP® · CPA, CA · TEPon our team
Planning · Tax · Insuranceunder one roof
A distinctive planning approach
Managing your finances shouldn’t feel like a second job.
We do the legwork to bring your financial picture together, coordinate with the professionals you already trust, and make complex choices easier to understand. You stay involved in every decision without carrying the coordination alone.
THE TACTICA VIEWCONNECTED DECISIONS
YOUR FINANCIAL PICTUREIntegrated
Financial
Planning
Financial
Planning
Corporate wealth
Personal goals
Protection
Estate & legacy
Analysis, coordination and clearer next steps
Built around your life
One plan. More clarity.
Personal attention for the decisions that matter today and the opportunities ahead.
02 / PROTECT
Insurance & risk planning
Protect the people, income and business you have worked to build.
03 / PRESERVE
Corporate & legacy planning
Bring business, estate and succession considerations into the wider conversation.
How we work
From first conversation to a plan you can act on.
- 01
Discovery conversation
We learn about your goals, your business, your family and the advisors you already work with.
- 02
Structure review & scenario modelling
We review your corporate and personal structure and model scenarios with specialized planning software.
- 03
Tax specialist review
Your draft plan is reviewed by our tax specialist so recommendations align with your tax strategy.
- 04
Your written plan
We walk through the draft together, then deliver a clear report with prioritized actions and timelines.
- 05
Coordination & annual review
We coordinate with your accountant and lawyer, and review the plan each year as life and rules change.
Tax planning, built into the strategy
Keep more of what you’ve worked hard to build.
Tax efficiency should shape decisions throughout the year, not just at filing time. We look at how your company, investments, insurance and estate fit together, then work with your accountant and legal professionals to identify opportunities to reduce avoidable tax and protect more wealth for your priorities.
Corporate wealth
Consider how retained earnings, compensation and personal cash needs work together.
Tax aware decisions
Coordinate investment, insurance and income choices with the wider financial picture.
Estate and succession
Plan ahead for ownership transitions and how wealth may move to the next generation.
Tax outcomes depend on your circumstances. We coordinate planning with your accountant and legal professionals.
For business owners
You built wealth in your company. Now plan how it can support your life.
Your company can be both your greatest asset and your most complex source of wealth. We work with your accountant to identify tax aware ways to access corporate wealth for your personal goals, while preserving the capital your business needs to grow.
Explore planning for business owners ↗Choose how your team works together
Keep the professionals you trust. Find the ones you need.
You choose who is involved. Tactica connects your financial planning and insurance with the wider team.
01 / YOUR CURRENT TEAM
Keep your current advisors
Continue working with your accountant, lawyer and other professionals. Tactica brings your financial planning and insurance decisions into the conversation with them.
Talk with your current team in mind ↗02 / LET’S GROW
Build new connections
If you need different or additional support, we can introduce you to independent professionals in the Let’s Grow network, giving you a trusted place to start.
What is Let’s Grow? ↗