Our Lifework
Improve and protect the asset value of affluent Canadian families.
Construct financial solutions that preserve and sustain the lifestyle of wealthy Canadians.
Provide for maximum inheritance or philanthropic initiatives by creating wealth and transitioning it in the most tax-advantaged way.
Our Difference Makes a Difference
We collaborate with our clients and other advisors; we do not compete with them.
The benefit: cohesive and complementary financial solutions.
Our advisors are multigenerational.
The benefit: solutions that truly represent the financial needs of all family members.
We construct solutions that acknowledge the possibility of change.
The benefit: financial clarity that can be adjusted to accommodate a client’s changing needs.
Your Team
- Steve Albiani (Managing Partner)
- Paula Albiani (Director, Business Development)
- Rob Hong (Advanced Financial & Modelling Associate)
- Matthew Albiani (Partner)
- Jamie Davidson (Advisor)
- John Heiydt (Partner)
- Diana Dias (Director, Operations)
- Andreea Lupascu (Advanced Financial & Modelling Associate)
Where you’ll find us
Phone: 416.792.7244
Toll Free: 1.855.479.7244
Fax: 416.792.7241
Toronto
4211 Yonge Street, Suite 402,
Toronto, ON, M2P 2A9