Helping a Widow Find Clarity, Confidence, and a Plan Forward
When Margaret came to Access, she had recently lost her husband of more than three decades. He had managed every aspect of their financial life, and she was facing decisions she had never been part of before – including a substantial tax bill she didn’t understand.
Consolidating a Business Owner’s Financial Life – and Unlocking a Clearer Path Forward
Jason and Michelle came to Access in their mid-40s with a thriving manufacturing business, three children, and $6M in investible assets – but their financial life was scattered across multiple providers, with limited transparency and no single plan tying it all together.
Building a Generational Wealth Strategy for a Busy Physician
Dr. Natasha came to Access shortly after inheriting more than $15M from her father’s estate. A practicing family physician with two young children and little time to manage her family’s finances, she needed more than investment management
Reducing Estate Tax for a Business Owner – and Keeping the Cottage in the Family
When Brian and Joyce came to Access, they were two to five years from retirement and a business exit, with a $7.9M net worth and a Muskoka cottage they wanted their children and grandchildren to enjoy for generations.
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