Our Services
The Access group of companies provide integrated wealth management solutions to high net worth families. Financial planning services and insurance solutions are offered through Access Private Wealth Corp. Investment management services are offered though Access Family Office Corp., a Portfolio Manager registered in the provinces of Ontario, BC, Alberta, Manitoba, New Brunswick and Quebec.
We provide a bespoke investment experience rooted in professional discretion and institutional rigor. Through a deep understanding of your goals, constraints, and risk tolerance, we build customized portfolios designed to balance growth, income, and capital preservation.
We operate as a fully fee-based portfolio management team, ensuring complete transparency and true alignment of interests. Our success is directly tied to yours, with equal focus on compounding capital over time and protecting it during difficult markets.
As an independent firm, our investment decisions are made free from product sales incentives or corporate mandates. Client portfolios are built using high-quality equities, fixed income, and, where appropriate, alternative investments, with a focus on long-term capital preservation and compounding.
Estate planning is often deferred while attention is focused on building and enjoying life. Yet it remains a critical element of preserving wealth and ensuring it is transferred according to your wishes.
At Access, we bring clarity and structure to the estate planning process. Through open, thoughtful discussions, we take the time to understand what matters most to you and your family. Working closely with your existing advisors – or with ours, where appropriate – we develop coordinated strategies designed to manage taxes and probate costs, helping preserve more of your estate for the people and causes you care about.
Effective wealth management requires protecting what has been built. Our approach to risk management focuses on identifying and mitigating risks that could disrupt your financial structure, business continuity, or long-term plans.
Working within the Access Formula, we assess insurance needs in the context of your broader financial, corporate, and estate planning – ensuring coverage is purposeful, appropriately structured, and aligned with your objectives.
Whether addressing personal risk, business succession, estate liquidity, or legacy planning, insurance is used as a strategic tool to support continuity and preserve capital, not as a standalone solution.
Integrated Tax & Financial Planning
Managing wealth involves far more than holding investments. The Access Formula is our proprietary planning framework designed to integrate every component of your financial situation as circumstances evolve over time. It brings structure to complexity, ensuring that financial decisions – are aligned with your broader goals.
Built on seven core financial pillars, the Access Formula provides a structured yet flexible approach, guiding clients through life’s critical events while maintaining clarity and continuity. Whether navigating a business transition, planning for retirement, managing intergenerational wealth, or responding to unexpected change, the framework keeps every moving part connected and intentional. It is a long‑term, relationship‑driven process, not a static or transactional one.
By focusing on the broader picture, clients gain confidence in the direction of their wealth while we manage the underlying complexity. Our integrated approach ensures that planning is proactive rather than reactive – anticipating needs, identifying opportunities, and coordinating strategies so that every decision supports long‑term outcomes.
Family Enterprise Advising
Significant wealth and family enterprises introduce complexity that extends beyond finances alone. Family Enterprise Advising focuses on the structures, processes, and conversations required to support continuity, alignment, and effective decision-making across generations.
At Access, we help families address governance, leadership transition, and shared purpose – providing a disciplined framework for navigating change while preserving both family relationships and long-term wealth.
Working alongside existing advisors, we facilitate thoughtful dialogue, clarify roles and expectations, and support families as they plan for succession, stewardship, and intergenerational responsibility. The objective is not uniformity, but clarity – so decisions can be made with intention and confidence.
Corporate Strategies
Access specializes in working with families who own and operate their own businesses. Integrating personal and corporate wealth is inherently complex, requiring coordination across planning, investment, tax, and governance considerations.
We act as a long-term partner – taking the time to understand your business, its structure, and both short- and long-term objectives – so you can remain focused on building value while we manage the broader financial complexity.
Working alongside your tax and legal advisors, we help coordinate strategies across areas such as corporate structuring, tax planning, shareholder agreements, liquidity events, acquisitions, family governance, philanthropy, succession, and estate planning. The result is a more cohesive, intentional approach to managing wealth across generations.
Concierge Services
Imagine knowing each day that a dedicated concierge is already at work on your behalf – anticipating needs, coordinating details, and executing with care and precision.
Through our partner concierge solution, clients are supported by a dedicated professional whose services are aligned with individual preferences and priorities. By working alongside trusted specialists across a range of disciplines, we deliver a highly personalized, discreet experience designed to simplify day-to-day demands.
With proactive support and thoughtful coordination, important moments are never overlooked – allowing clients to focus their time and attention where it matters most.