Private wealth · Toronto
Insurance, investment and tax, structured as one plan around your life. A boutique family-office approach for professionals and business owners.
Our approach
Beneath that sentence sits everything that decides how it goes: how the money is taxed, what it has to protect, what it is for and when you'll need it. At Everly, we don't solve one piece at a time. We listen to your story, your needs and your plans for what's ahead, and build them into one structure.
The Everly story
What we do
Six areas of your financial life, handled as one. We look at the whole picture, so each decision strengthens the rest.
Tax-free compounding, stable cash-like value and liquidity when it matters most. Never positioned as a product.
Explore our expertiseDurable, repeatable compound growth with properly managed risk, designed to recover and adapt through market disruptions.
Explore our expertiseForward-looking architecture rather than last-minute deductions: timing, personal and corporate integration, efficient instruments.
Explore our expertiseTurning assets into reliable income without losing control. Sequence risk, tax and longevity, planned for.
Explore our expertiseShock absorbers inside a broader structure, so a diagnosis or lost income never forces the sale of long-term assets.
Explore our expertiseFor owners who want to look after their people. Plans that balance cost with real value, built to fit the business and its long-term planning.
Explore our expertiseThe founders
Portrait to comeCEO & Co-Founder
She began her career in the personal injury industry, where she saw firsthand how financial plans perform under real-life stress. What she learned wasn't about products or portfolios. It was that fragmented solutions, no matter how good individually, will always fall short of a connected one.
“Build structures that work, especially when life doesn't.”
Portrait to comeCo-Founder, CFA
A Chartered Financial Analyst managing client portfolios since 2009, he began his career in the aftermath of the global financial crisis. That experience shaped a disciplined, risk-aware approach built on value investing and macro awareness, adaptive across economic environments.
“Wealth is not built by avoiding volatility, but by avoiding irreversible mistakes.”
Names behind your wealth
In their words
“For the first time, our insurance, investments and corporate planning were one conversation instead of three.”
