Your Path to
Financial Freedom
An internationally recognized financial advisory firm that specializes in:
Strategy, Implementation
& Lifetime Management
We are the people who help grow and protect your wealth and assets - the life insurance experts, the tax lawyers, and the accountants behind the strategies that secure your future and maximize your legacy.
Known for our ability to tackle large and complex problems, we like to think of ourselves as the new standard of financial advisory for individuals, professionals, and families.
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From life insurance and wealth management to tax and estate planning, our professional, friendly, and strategic approach has earned us a place among the top 0.2% of financial advisors worldwide.
We helped Tom secure the life insurance coverage he needed to cover estate taxes without tying up his investment capital. We arranged for a bank to finance the premiums, with the loan only being repaid from the insurance proceeds upon Tom's death.
We helped the Robertson family ensure that their family business passes to their children, without them having to sell the business to pay a hefty estate tax bill.
We helped Michelle diversify her investment portfolio and so that she will enjoy a tax-free retirement.
We helped Peter handle the tax complexities of moving from Canada to the United States. We implemented a strategy that avoided them being stuck with a large "departure tax" bill.
*** Fictitious names were used to replace client names due to confidentiality
Our Process
Our process begins with a free, no-obligation consultation, where we take the time to understand your needs and objectives.
This is also an opportunity for you to ask questions and evaluate whether we are the right fit for you, your business, and your family.
Next, we move to the drawing board to design strategies specifically for you.
As an independent firm, we have access to products from a variety of the best major insurance providers, banks, and asset managers; ensuring we offer solutions that best meet your goals.
Once the strategy is finalized and everyone is aligned, we proceed with the implementation process.
Our commitment doesn’t end there— we provide ongoing lifetime management of your strategies, offering continuous guidance, support, and expertise.
Matthew Hutchison, LL.B.
Matthew combines his legal, financial planning, and wealth management expertise for High-Net-Worth and Ultra-High-Net Worth individuals and families. He specializes in tackling complex challenges by developing and implementing innovative insurance, investment, and estate planning strategies to maximize client's wealth, protect assets, and reduce taxes. Being licensed in both Canada and Florida, Matthew also helps cross-border clients with tax and departure concerns.
Matthew is a Million Dollar Round Table (MDRT) Top of the Table member, placing among the top 0.2% of Financial Advisors worldwide.
During his free time, Matthew enjoys detailing his cars, boating, landscaping, spending time with his family, and practicing Judo.
Free Consultation
We offer free and no obligation initial consultations. Let's have a conversation to discuss what you need and how we can help.
We work with your Accountants, Lawyers, or Advisors to ensure that everyone is working together toward your family's goals.
Whether you're already working with another advisor or reviewing a proposal, we also offer free second opinions to help you make informed decisions.