Your family's wealth,
fully coordinated
Comprehensive wealth coordination for accomplished Canadian families. One team. One plan. Every dimension of your financial life, integrated.
Request an Introduction →A Different Standard of Service
Built for families who require more than investment management
Insight Private Wealth exists for a singular purpose: to serve as the central coordination point for your entire financial life. We integrate your investments, tax strategy, corporate structure, insurance, estate plan, and philanthropic goals into one unified system - so nothing falls through the cracks and no opportunity is missed.
This is not a service tier. It is a fundamentally different relationship, built around proactive coordination, dedicated access, and the expectation that your advisory team understands every dimension of your family's financial picture.
The Six Pillars
Comprehensive coordination across every area that matters
Each pillar operates in concert with the others, managed through our proprietary Insight 360° system. The result is a financial life that works as one integrated whole - not a collection of disconnected strategies.
Integrated Wealth Coordination
One team coordinating your investments, tax strategy, corporate structure, insurance, estate plan, and philanthropic goals. Every decision is made with full visibility into how it affects every other part of your financial life.
Multi-Generational Planning
Private wealth planning spans generations, not just for the next quarter. We facilitate next-generation education, family governance conversations, wealth transfer strategy, and legacy documentation to ensure your values endure alongside your assets.
Proactive Tax & Corporate Strategy
We coordinate directly with your accountant and legal counsel on a quarterly basis to ensure your corporate structure, compensation strategy, and investment portfolio are fully aligned. This is not annual tax preparation. This is year-round strategic optimization.
Dedicated Team Access
Private Wealth clients do not call a general line. You are assigned a named Lead Advisor, a dedicated Client Service contact, and priority scheduling. Your team knows your file, your history, and your family's priorities before every interaction.
Concierge Coordination
We serve as the central coordination point connecting your accountant, lawyer, insurance specialist, banker, and mortgage professional into one unified advisory ecosystem. You make one call. We ensure everyone is aligned.
Estate & Legacy Architecture
Beyond basic estate planning, we design comprehensive legacy frameworks: trust structures, philanthropic vehicles, insurance integration, and documented family governance principles. Your wealth is structured to protect, provide, and endure.
The Insight Experience
What a Private Wealth relationship looks like in practice
Every interaction is designed around a single principle: your time is your most valuable asset. We protect it.
Structured annual review cycle
Comprehensive reviews scheduled proactively. Mid-year check-ins. Year-end tax coordination. You never have to wonder what comes next.
Secure digital portal
Real-time portfolio view, document vault, and financial plan access.
Professional network coordination
Quarterly calls with your accountant, lawyer, and other professionals. One team ensuring every advisor is aligned with your plan.
Proactive monitoring
Tax law changes, market shifts, and life events trigger automatic plan reviews. We reach out to you - not the other way around.
Your Dedicated Team
The people behind your Private Wealth
Every Private Wealth client is supported by a named advisory team with deep knowledge of your file, your family, and your priorities.
Over 25 years of experience serving high-net-worth Canadian families. Shea leads client relationships with a focus on integrated planning and long-term wealth coordination.
Your direct point of contact for all service and scheduling needs. Cassi ensures every interaction with Insight is seamless, responsive, and personal.
Finance professional with a background in economics and institutional analysis. Ryan supports planning coordination, client communications, and technology strategy.
Tricia helps clients with home purchases, refinancing, and all mortgage needs. She's dedicated to educating clients through every step of the process and beyond closing day.
Avery coordinates scheduling, meeting preparation, and the day-to-day details that keep your advisory team organized and responsive.
By Invitation or Qualification
Is Insight Private Wealth right for your family?
Insight Private Wealth is designed for families with complex financial lives who require a higher standard of coordination, access, and proactive planning. Acceptance is by qualification or referral.
Investable Assets
Designed for families with $1M or more in investable assets across personal and corporate accounts
Planning Complexity
Multiple entities, cross-provincial considerations, or multi-generational planning across the family
Coordination Needs
Multiple professional advisors (accountants, lawyers, insurance) requiring unified strategic alignment
If you are unsure whether Insight Private Wealth is appropriate for your situation, we welcome a confidential conversation to explore the fit.
Own a corporation with $1,000,000 or more invested inside it, and want the account itself looked after? See corporate investment accounts.
Begin the Conversation
A private consultation with a Certified Financial Planner
A confidential, no-obligation conversation designed to understand your family's financial picture and determine whether Insight Private Wealth is the right fit.
Request an Introduction →