Strategic Wealth & Tax Planning

Built like a family office. Run for Canadians.

As an independent, Canadian-owned firm, we help high-net-worth individuals, business owners, and families amplify and protect wealth through proactive tax strategy, insurance, and legacy planning, and give licensed advisors a home built for growth.

Trust. Integrity. Growth. Assurance.
The TIGA Difference

Most insurance advisors sell you a policy.

We build the strategy the policy sits inside.

Most business owners get tax, insurance, and succession advice from three people who rarely compare notes. Tax strategy, corporate structure, and succession planning come first here. Insurance and investment products are chosen to fit it.

Our Expertise

Who we build strategy for.

Six specialties, one approach: tax-aware, long-horizon, built around what a family or business actually owns.

High Net Worth

Wealth preservation and tax-efficient growth for individuals with significant assets.

Business Owners

Corporately-owned life insurance, succession, and tax strategy built around the business you've built.

Mortgage Protection

Insurance solutions that protect the home and the family behind it.

Generational Wealth

Structured transfer of wealth across generations, with tax efficiency by design.

Investors

Segregated funds, mutual funds, and tax-efficient account strategy.

Families

Legacy and protection planning for the people who matter most, with dedicated support for Mandarin and Cantonese-speaking clients.

Working With Us

Three ways we protect and grow what you've built.

Advisor and business owner reviewing corporate structure and tax planning
01
Business Structure & Tax Planning

We review your current structure and design what comes next, making sure it stays effective as the business grows.

Multi-generation family representing legacy and family wealth planning
02
Estate, Legacy & Family Wealth Planning

We put the basics in place, make the tax side manageable, and connect the plan to family wealth.

Business owner and successor shaking hands on a succession and exit plan
03
Business Succession & Exit Planning

A guided path from the current owner to the next, with a clear plan for the business, the proceeds, and your next chapter.

Leadership

A small firm, built by people who've done the work.

TIGA is led by advisors who built their own client bases before building the firm, and it shows in how we plan.

Meet the Team
A private corridor inside TIGA Financial's office
Trust · Integrity · Growth · Assurance

Wealth means protecting what matters now, and creating freedom for the future.

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