Private Wealth Planning for Affluent Families Solutions best suited for individuals and couples with investments portfolios of $1M plus
Our Private Wealth service is designed for families with $1M+ of investable assets
Why Private Wealth Planning Matters
Managing significant wealth isn’t just about returns—it’s about clarity, confidence, and alignment with your values. Our Private Wealth service is designed for families with $1M+ portfolios who want tax efficiency, legacy planning, and impact-driven strategies.
Exclusive Benefits for Affluent Families
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Advanced tax optimization (RRSP, TFSA, IPPs)
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Values-aligned investing (ESG & impact portfolios)
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Retirement income layering for stability
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Estate planning essentials for multi-generational wealth
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Philanthropy strategies that amplify your impact
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Family governance & next-gen education
Prosperity Blueprint: For Affluent Families for Tax Efficient Growth and Lasting Impact.
Why Choose Simplicity Financial?
CFP® designation and 25+ years of experience
Independent, education-first approach
Proudly partnered with Desjardins Independent Network