About
Every conversation is with me — no handoffs, no juniors learning on your file. When the plan calls for it, my partner tax lawyer and CPA join the table.

MBA from Ivey Business School (Schulich Award), B.A. and M.A. in Economics from Xiamen University, formerly with Unilever, founder and board member of multiple companies. Licensed insurance advisor in Ontario, British Columbia and Alberta. I built Wealthi around a single observation: for most Canadian owners and professionals, tax is the largest lifetime expense — and the least planned.
Numbers before products. Every file starts with your tax picture. The product, if any, comes last — chosen from 8+ insurers, compared on contract wording, not commission.
One person, plus specialists. You always talk to me. Trusts, estate freezes and reorganizations are executed with my partner tax lawyer and CPA — designed here, each professional holding their own pen. Your own accountant is welcome at any meeting.
Write plainly, never oversell. Everything we publish follows one discipline: data carries a year and a source, downsides get said out loud, and strategies name the people they're wrong for. The whole standard fits in one line: advice that survives an audit — yours, your accountant's, or the CRA's.
Head office at 9140 Leslie St, Richmond Hill, with a second office in Aurora. Clients across the GTA meet in person; clients in BC and Alberta are served virtually. Both languages, one standard.
Book a Tax Diagnostic
The first conversation is free — your situation, our method, and whether we fit. Complex files quote an analysis fee up front: you'll know before we start.
// the only variable in this plan that gets more expensive every year is your age