You built the business. Let’s make your personal wealth match it.

Your company is only half the picture. As a financial planner, I plan the money inside it and outside it as one plan, so nothing falls between the cracks. Think of me as your quarterback.

People who have built real value in a company.

You want a plan that covers all of it, not just the investments.

Not sure if you fit? Book a call and we will work it out together.

A quarterback doesn’t play every position. They make sure everyone runs the same play.

Your accountant, your lawyer and your other advisors each handle their part. I make sure the whole plan works together, for the company and for you.

One plan, not pieces

Your corporation and your personal money affect each other. I plan them together.

I work with your team

I work alongside your accountant and your lawyer, not around them.

A clear process

A five-part method called ARTEC, so you always know what is covered and what comes next.

Asset Management

Investing the money in the company and outside it.

Risk Mitigation

Protecting what you have built from setbacks.

Tax Efficiency

Closing the tax leakage with strategies often overlooked.

Estate and Legacy

A plan for your family and the business when you step back.

Cash Flow Design

How money moves from the company to you, on purpose.

Three simple steps.

It starts with picking a time and a short form. No homework needed.

Arandeep Biryah, CFP®

I’m a Financial Planner with five years of experience, based out of Oakville. Along with my CFP®, I hold my insurance license. My clients are business owners and incorporated professionals.

Outside of work, I enjoy golfing, travelling, hiking and exploring new places. I’m always looking for new experiences, opportunities to learn, and ways to challenge myself.

You can also find me on YouTube, where I share tips for business owners.

Quick answers.