Private wealth management in Toronto, Canada
Quiet stewardship for generations behind the doors.
Altiro Wealth pairs investment strategy, tax planning and estate counsel for Canadian professionals, incorporated owners and high net worth families. The coordination of a family office, delivered with the discretion of a private advisory desk.
“Advice, measured in decades rather than quarters.”
The practice
Four disciplines, one mandate.
Each engagement is built around your circumstances, never a product. We coordinate the whole of your financial life under a single, measured view.
Investment Strategy
Disciplined, tax aware portfolios built for a long horizon, from concentrated founder holdings to diversified and private mandates.
Tax & Corporate Structuring
Canadian tax planning, salary and dividend mix, corporate surplus and investment accounts, holding companies and family trusts for incorporated owners and executives.
Estate & Legacy Planning
Wills, trusts, estate freezes and succession architecture that carry intent across generations with clarity and tax efficiency.
Retirement & Transition
Retirement income design, RRSP, RRIF and TFSA withdrawal sequencing, and business exit planning that steadies the move from building to enjoying.
Who we serve
Built for those who plan ahead.
High net worth families
Multi generational households in Toronto, Vaughan, King City and Oakville coordinating investments, estate planning and philanthropic intent under one roof.
Professionals & executives
Physicians, dentists, lawyers and senior executives managing incorporated income, equity, RSUs, deferred compensation and concentrated position risk.
Corporations & owners
Founders and shareholder groups structuring compensation, corporate investment accounts, buy sell agreements and exit with long term clarity.
Private intake
A conversation, begun in writing.
Before we meet, a few quiet questions help us prepare. Your responses are confidential and reviewed only by your advisor.
Guidance
Questions, answered plainly.
What does Altiro Wealth do?
Altiro Wealth is a private wealth management firm based in Toronto, Ontario. We coordinate investment strategy, Canadian tax planning, corporate structuring, estate and succession planning, retirement income design and legacy planning as a single mandate for affluent households and their companies.
Which areas around Toronto does Altiro Wealth serve?
We advise clients across Toronto and the Greater Toronto Area, including Yorkville, Forest Hill, Rosedale, Lawrence Park, North York, Etobicoke, Vaughan, Kleinburg, Woodbridge, Richmond Hill, Aurora, King City, Nobleton, Oakville, Mississauga and Caledon. Meetings are by appointment in Toronto or by private video.
How do investment, tax and estate planning work together?
We treat them as one mandate. An investment decision that looks sound on paper can be costly after tax or misaligned with your estate, so portfolio strategy, tax planning and succession are reviewed together before anything is acted on.
What is corporate interest and holding company structuring?
For incorporated professionals and business owners in Ontario, we review how income is drawn from the company, how surplus cash is invested inside it, and whether a holding company, family trust or estate freeze improves after tax outcomes, creditor protection and succession flexibility.
Do you manage money, or only advise?
Both, on your terms. Some clients entrust a discretionary portfolio to us; others use Altiro Wealth as the coordinating advisor who oversees existing custodians, accountants and estate counsel.
What does retirement and legacy planning include?
Retirement income design, RRSP, RRIF and TFSA withdrawal sequencing, pension and business exit decisions, charitable giving, and the structures that carry wealth to the next generation with clarity.
Who is a good fit for Altiro Wealth?
Households and companies with meaningful investable assets, usually one million dollars or more including corporate accounts, who want investment, tax and estate decisions made in one coordinated plan rather than in isolation.
How do I meet a wealth advisor?
Complete the short private intake questionnaire on this page and request a meeting. A wealth advisor reviews your answers before the conversation so the first meeting is substantive and confidential, with no obligation.
Service area
Rooted in Toronto, advising across the GTA.
Meetings by appointment in Toronto, or by private video. We advise families and companies throughout the Greater Toronto Area and the affluent communities of York, Peel and Halton.
- Toronto
- Yorkville
- Forest Hill
- Rosedale
- Lawrence Park
- North York
- Etobicoke
- Vaughan
- Kleinburg
- Woodbridge
- Richmond Hill
- Aurora
- King City
- Nobleton
- Oakville
- Mississauga
- Caledon
Begin
When the time is right, we will be ready to listen.
A single, unhurried conversation with a wealth advisor. No obligation, no pressure.