Valued Partnerships
We work with a select group of ambitious individuals, families, and corporations, providing the clarity required to build lasting legacies.
Business Owners & Entrepreneurs
We understand that your business is your number one concern. We provide expert advice to help you implement comprehensive strategies to transfer excess cash tax-efficiently out of your corporation. We also ensure you have a plan in place today to create a lasting legacy for the future.
Corporate Leaders
After a life of building a successful career, you face a new set of challenges: dealing with complex tax implications, reviewing diverse investment portfolios, and planning for retirement. We offer sophisticated insights to navigate these hurdles efficiently.
Families
Guiding clients with tax advantageous strategies when transitioning to the next stage of life or considering preserving and transferring wealth to the next generation. We emphasize multi-generational communication to ensure smooth successions.
Professional Corporations
Only members of certain professions like physicians, lawyers, accountants, and dentists can form professional corporations. We provide empirical tax planning to help you harness the full tax-saving characteristics of your setup.
Realtors & PRECs
Assisting the group who has helped Canadian investors create vast amounts of wealth. Since January 2021, realtors can structure via Personal Real Estate Corporations (PRECs), and we specialize in managing and growing the tax-efficient wealth these allow.
A Reputation Built on Trust
If you want advice from a group of professionals that do not take a templated approach to your financial planning, then I highly recommend the team at Armando Wealth... They use bespoke solutions through active listening.
These guys are not your typical 'life insurance' agents but instead a team of highly-capable and incredibly competent advisors... No gimmicks, no sales pressure.
Their integrity spans much further than your typical financial advisors because they actively practice the strategies they recommend. Marcio is a brilliant professional!
Over the last three years the team has saved us tens-of-thousands in potential taxes. They completely reorganized our corporate structure quickly and efficiently... True experts in tax.