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It’s still a construction site, but we can already picture welcoming you through these doors. ✨

Our new @ifm_canada IFM office is coming along! Over the next few weeks, the walls will go up and we’ll start to see the space take shape. Seeing it come together makes us even more excited for what’s ahead.

So grateful to our COO, @alistairronald.ifm, who’s working day in and day out to make sure every detail is just right. There’s so much happening behind the scenes, and we appreciate the care he’s putting into this space.

We can’t wait to show you the next stage of the renovation and soon welcome our clients into our new office. Stay tuned. 🤍

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Grateful to represent @ifm_canada at the @manulifebank Mid-Autumn Advisor Recognition Event 🍁🥮🇨🇦

As the years go by, I continue to feel deeply honoured by every client’s trust, and grateful for the recognition of our professionalism.

The further I grow, the more I appreciate that growth is never ours alone. It’s shaped by the people we learn from, the knowledge we share, and the wonderful clients we have the privilege of walking alongside through life’s many chapters.

We’ll continue pursuing excellence ✨ helping more people deepen their understanding of Canada’s tax and financial system, and empowering more families to shift from passive to proactive wealth management.

Step by step, we’re bringing the principles of high-net-worth family office planning to more families through thoughtful, long-term strategies built around their goals and Canada’s tax and financial landscape 📑📚

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Building wealth is rarely an easy journey, and safeguarding it for generations requires long-term planning and expertise.

As wealth grows, so do the decisions around how it is held, grown, protected, and ultimately transferred.

For many families, the question eventually shifts from “How do we build more?” to “How do we preserve more of what we’ve built for the people we love — rather than unnecessarily losing it to tax?”

Estate planning can involve many different tools — from trusts and estate freezes to tax and legacy planning strategies — each serving a different purpose within the bigger financial picture.

Through our team’s family-office planning model, we collaborate across disciplines, bringing together financial planning with our in-house tax and legal team, alongside our specialized partners such as MNP and RBC.

Grateful for the opportunity to regularly sit together with our CPA and legal partners, ensuring the structures we consider for our clients are tested from every angle.

And one of the most meaningful parts of this work is seeing parents and children sitting at the same table, shaping their family’s financial future together.

Many of the families we work with have built careers from the ground up. Now, they’re entering the next chapter — deepening their understanding of Canada’s financial and tax system to preserve, grow, and thoughtfully transition what they’ve built.

It takes incredible resilience and determination to adapt, create security for your children, and continue building toward an even bigger vision for the future.

What one generation builds can create possibilities for generations to come.

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Many high-income T4 earners are using advanced tax planning strategies that can help them recover tens of thousands of dollars in tax savings each year.

While often called “advanced tax strategies,” they’re really about understanding how the Canadian tax system works, building financial knowledge, and making informed investment decisions over time. By developing the right habits, higher-income individuals can not only reduce the amount of tax they pay but also accelerate long-term wealth accumulation and financial growth.
那些高薪高税阶T4，都在用哪些高阶税务策略，能帮他们每年拿回大几W甚至10W+的退税？
说是高阶节税方式，不过也是通过对加拿大税务系统的了解、知识的普及、和投资经验的积累，养成一种习惯，让越高收入的人不仅越少交税，还加速了他们的财富累积。#taxplanning
#canadatax #canadafinancial #加拿大税务

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Our team was invited by our internal partners at MNP for a technical workshop focused on auditing, tax, family office structures, and how we can collaborate more effectively to serve our clients.

Holistic financial planning is rarely one product or one professional. It takes coordination between accounting, tax, investment, insurance, estate and corporate planning.

Continuous learning. Better collaboration. More sophisticated advice. More value for our clients.

Truly grateful for our internal partners to create the necessary support to provide the most comprehensive advisory.

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A privilege to be invited by Manulife HQ for an exclusive professional development session dedicated to our IFM brokerage.

This wasn’t a surface-level product training. It was a deeper look into how sophisticated advisors think, structure, and execute.

📈 Market & portfolio strategy — understanding the forces shaping today’s markets and positioning portfolios for what’s ahead.

💳 Advanced lending & liquidity — exploring creative financing strategies designed to unlock capital, improve cash flow, enhance capital efficiency, and protect against debt risk.

🏛️ Retirement & estate strategies — going deeper into structures designed around wealth accumulation, retirement income, estate transfer, and liquidity needs.

The competitive advantage isn’t having access to more products.

It’s knowing how to connect the right strategies, structures, and professionals to solve complex financial problems.

That’s the level I’m committed to operating at.

Grateful for the continued investment, access, and partnership from Manulife and IFM.

The learning never stops. Neither does the pursuit of excellence. 🙌🏻📈

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💚MNP × IFM 💜 | Family Office ：Multi-Dimensional Approach to Comprehensive Wealth Planning

As businesses grow and family wealth expands, financial planning becomes much more than investment returns. It becomes about corporate structure, tax planning, wealth preservation, succession, and long-term risk management.

As one of Canada’s largest national accounting and business advisory firms, MNP works alongside IFM through a Family Office approach, supporting business owners and families with large-scale and complex asset structures.

Together, we help clients evaluate future corporate tax exposures, structure assets more efficiently between corporations and families, develop tax and estate strategies, and build a stronger foundation for sustainable business growth and intergenerational wealth transfer.

Good planning is not simply about solving today’s problems. It is about building the right structure before wealth becomes increasingly complex.

Let us take you inside MNP’s Vancouver office and share how professional collaboration happens behind the scenes of comprehensive wealth planning. #familyoffice #vancouverfamilyoffice #wealthplanning #taxplanning#taxstrategy

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@mnpllp x @ifm_canada

The best planning happens when the right expertise comes together 🤝

Behind every thoughtful strategy is a team of professionals bringing different perspectives to the same table.

But for us, it goes deeper than expertise.

When a client trusts us with their finances, they’re trusting us with the decisions that shape their family, their future, and everything they’ve worked hard to build. We never take that responsibility lightly.

It’s why we continue to learn, ask better questions, and build longstanding relationships with professionals like our CPA partners at MNP.

All to ensure every client feels surrounded by the depth of expertise and care they deserve ✨

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Collaboration creates better solutions. 🤝

Great to connect with MNP and explore how accounting, tax strategy, and holistic financial planning can work together to better serve our clients.

Financial planning is rarely about one single area. From tax planning and corporate structure to investments, risk management, retirement and estate planning, each piece is connected.

MNP × IFM
Different expertise. One bigger picture.
Helping clients find the right strategy for today — and build with clarity for the future.

#MNP #IFM #FinancialPlanning #TaxPlanning #WealthPlanning BusinessPlanning EstatePlanning Collaboration

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Today, our team was invited by our internal partners at MNP for a technical workshop focused on auditing, tax, family office structures, and how we can collaborate more effectively to serve our clients.

Holistic financial planning is rarely one product or one professional. It takes coordination between accounting, tax, investment, insurance, estate and corporate planning.

Continuous learning. Better collaboration. More sophisticated advice. More value for our clients.

Truly grateful for our internal partners to create the necessary support to provide the most comprehensive advisory.

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To be like the 1%, it isn’t isn’t a dollar figure. It’s a mindset. 💭

The 1% don’t have more accounts. They have more optimized accounts.

Most people leave cash sitting idle because their bank never tells them there’s something better. That’s exactly why I chose to be independent, so I can give impartial advice built around your best interest, not one bank’s product shelf.

Manulife is one of Canada’s most historic financial institutions, founded in 1887 with Sir John A. Macdonald, our first Prime Minister, as its first president. Now, for the first time, they’re offering 3% interest paid monthly for 2 years, as long as the account is opened before September 11th 2026.

If your chequing account is sitting idle and want to optimize your finances like the 1%, DM me to get started and lock in this promo before it’s gone.

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Thank you Desjardins for the invitation to an evening dedicated to cross-border wealth planning for ultra-high-net-worth families.

As the youngest of the six invited planners, I was honored to learn alongside professionals who have spent decades shaping this field. Around the table were second-generation family office advisors carrying forward their families’ legacy, as well as experts with nearly 40 years of experience in cross-border tax and wealth planning.

Our discussions centered on a challenge that is becoming increasingly common: how to help families with multiple citizenships, multiple jurisdictions, and increasingly diverse family structures build long-term wealth strategies—so that cross-border identities become an advantage rather than a future burden.

I also had the opportunity to share our team’s AI-powered planning system currently in beta, which models future tax scenarios, analyzes asset structures, and identifies potential planning risks. Hearing experienced professionals repeatedly say, “Amazing,” reinforced my belief that technology is not here to replace expertise—it is here to help professionals deliver advice that is more precise, comprehensive, and forward-looking.

Perhaps the biggest takeaway from the evening was watching Tony effortlessly discuss the latest tax developments across Canada, the U.S., China, and Hong Kong after decades in the profession. What impressed me most wasn’t simply his experience, but his continued curiosity and commitment to learning.

The best planning comes from continuously expanding perspectives, integrating expertise across disciplines, and finding the right solution for every family’s unique situation. Grateful to be on this journey of lifelong learning.

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