Financial Strategist
Who We Work With
You’re already earning well. What’s missing is financial architecture that allows you to keep more of what you make and compound it intentionally.
I work with professionals and business owners who want their financial decisions to feel intentional, coordinated, and future-proof.
Structure can be the difference between winging it through missteps that end up costing you hundreds of thousands over your lifetime, and having smooth sailing to building generational wealth.
Quick Links
> Resources: Coming soon
The Shift After Working Together
You Gain Clarity
You know what to expect both now and over the coming years. You’re prepared for curveballs before they arrive.
You understand exactly how to reach each goal and what needs to change to close any gaps.
Your income, tax strategy, savings, and investments operate as one coordinated system, not isolated decisions.
Your decisions become calmer and more confident because you can see the trade-offs before you make them.
You stop reacting to financial moments and start acting with intention.
Whatever life you dreamt for yourself, I make more extraordinary.
That's my why.
Build Wealth with the Strategies the Wealthy Use
Offers
The Strategic Wealth Plan
Built for professionals ready to align their income, tax strategy, and investments with their life goals. Includes:
-
Setting the financial foundation and education
-
Tax and investment optimization
-
Budgetting and cash flow optimization
-
Long term financial strategy
The Strategic Wealth & Tax Advantage Suite
Built for high-earning individuals, business owners, and consultants who want to optimize taxes, structure their finances for growth, and develop a long-term wealth-building plan. Includes:
-
Tax optimization and forecasting
-
Tax advantaged investment strategy
-
Business structuring and expansion plan
-
Financial infrastructure setup
-
Major financial decision support
“Thank you! Tobi!!
Caleb and I were very impressed and feel good we trusted you with our finances this year."
Larissa, Canada
Many high earners miss out on the financial strategies typically reserved for the ultra-wealthy. We bridge that gap—offering personalized financial guidance to help you keep more of what you earn, grow your wealth, and optimize your financial future.
We help you:
✔ Minimize your tax bill and maximize savings.
✔ Build and protect your wealth with expert insights.
✔ Align your finances with your long-term aspirations.
✔ Implement smart strategies to optimize and eliminate debt.
Take control of your financial future—click the link above to learn more.
As a business owner, your financial success is closely tied to your business, and both need to be managed strategically to maximize growth and stability. We provide expert guidance to help you optimize both, ensuring your business thrives while securing your personal wealth.
We help you:
✔ Minimize tax liabilities and maximize savings.
✔ Secure funding and scale with confidence.
✔ Assess and strengthen your financial foundation.
✔ Understand your business’s worth and plan for growth.
✔ Keep your financial records accurate and up to date.
Set yourself and your business up for long-term success—click the link above to learn more.
Your confidence in your organization's financial health and performance is crucial. Businesses should strive to understand the clients they serve and their needs. Our comprehensive financial and data analysis services help you gain clarity, make informed decisions, and uncover growth opportunities.
Click on the link above for more
More on Services
Book a discovery call
