This Is For: Canadian Business Owners & Professionals With $500,000+ In Investable Assets
A Real Truth: The Most Successful Families Manage Wealth As A System
No More Product Pitching, Siloed Advice, Or Structural Mishaps
A Yes/No scoring system that tells you where your wealth actually sits: fragmented, partially structured, or system-level.
The structural gaps branch-level advice almost never surfaces — and why they quietly cost upmarket Canadians the most.
A clear read on where your plan is strong, where it's leaking, and whether a structural review is overdue.
The Hidden Problem
Are any of these holding you back?
01
Your investments aren't keeping pace with your ambition
Your business generates significant
wealth, but your investment portfolio lags behind. Generic, off-the-shelf allocations from the big banks aren't designed for business owners with your level of sophistication.
02
You're paying far too much in
taxes — and you know it
Without the right structure... i.e. holding companies, family trusts, corporate-owned insurance—you're handing far more to the CRA than necessary. Every year this isn't addressed is money permanently left on the table.
03
You don't have a real succession plan — yet
You've spent decades building something significant. But 70% of Canadian business owners plan to transfer ownership within the next few years, and only 9% have a formal written plan. When the time comes, preparation is everything.
Sheehan Burns, Portfolio Manager with Tactex Asset Management has served as a trusted fiduciary for families, professionals, and foundations across Canada.
We can help you align your investments, retirement, tax, estate, and philanthropy so every part of your financial life works together.
Our Approach
Independent.
Unbiased.
Aligned.
Unlike the major banks and wire-houses, a Portfolio Manager acting as your fiduciary has no proprietary products to sell. We take an independent, 360-degree view of your financial life.
Our goal? Bringing together investment management, tax strategy, estate planning, and business succession under a single, coordinated framework.
We act as your family's CFO. Your family is unique, and so is your business. We build custom solutions alongside our legal and tax partners to help you capitalize on opportunities to preserve, maximize and secure your wealth for you and future generations.
"What makes you different from my current advisor?" — it's the first question our prospects ask. The answer usually surprises them."
Investment Management
Goal-based portfolios with access to institutional-grade opportunities, including private debt and alternative allocations.
Tax & Corporate Structuring
Holding companies, family trusts, and corporate insurance strategies to minimize your tax bill today and for the next generation.
Business Succession Planning
Transition strategies designed to preserve the value you've built, maximize after-tax proceeds, and protect your family's legacy.
Estate & Will Planning
Tax-efficient transfer strategies, trust structures, and charitable giving frameworks aligned to your family's values and objectives.
Insurance & Risk Management
Creative insurance strategies to protect your family, maximize your estate, and generate tax-advantaged retirement income.
A portfolio that pays
without the volatility.
Our private debt portfolios are one of our most sought-after offerings for qualified investors. These portfolios delivers a consistent annual yield, that is uncorrolated with stocks and bonds.
The result: A predictable income stream that simply isn't available through traditional advisory channels. This is the kind of access that comes with working with a specialist.
10.5%
Annual Yield
on PC Private Credit fund
Trusted Partner Accross All Market Conditions
We have served successful Canadian business owners accross all market cycles in constructing portfolios that go beyond generic "off-the shelf" products - we partner with you to create a customized investment solution that is specifically tailored to your financial goals. We are forward-thinking, proactive, and independent.
For over a decade, we've served a select group of families with a comprehensive approach that covers every dimension of financial life. No competing interests. No proprietary products. Just disciplined advice and exceptional execution.
Independent — no bank, no proprietary products to sell
Fiduciary — your best interests, legally and ethically, always
Specialized - bespoke portfolio management disigned for you.
Claim your free copy today.
This guide distills over a decade of working with Canadian business owners. It's free, practical, and gives you a clear framework to evaluate whether your wealth is being managed as well as it should be.