Advice built for high-net-worth Canadians
At Oldfield Group Wealth Management, we focus on helping affluent Canadians make smarter financial decisions—across both business and personal wealth. We understand how your income, investments, tax obligations, and retirement goals are all connected. From navigating holding companies and succession planning to structuring compensation and building family legacy strategies, you’ll always get clear, actionable advice that moves with your life.
Who we help
We provide financial planning and advisory services to business owners, executives and pre-retirees and retirees with complex financial lives. If you’ve outgrown simple investment advice and want help connecting every part of your financial picture, we’re here to help.
Why you might need a business financial advisor
As a financial advisor for entrepreneurs and business owners, our strength lies in planning—tax, estate, cash flow, and retirement strategies built specifically for the business owner’s reality. We bring in-house tax knowledge to every conversation, coordinate with your accountant and legal team, and focus relentlessly on keeping more wealth in your hands—not in the hands of the CRA. You need clarity, and that’s exactly what we deliver.
What we do
We offer full-picture financial planning that supports every aspect of your business and personal wealth. Our plans are designed to evolve with you—whether you’re growing your business, selling it, or stepping into retirement. Our services include:
Retirement planning
Whether you’re a decade away from retirement or already into it, we help you build a clear, flexible plan for the years ahead. That means aligning your income sources—pensions, RRIFs, investments, and more—into a tax-efficient withdrawal strategy. We also help clients shift from a lifetime of saving to confident spending, showing them how to enjoy their wealth without second-guessing their decisions.
