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Presidio Private Wealth Advisory

Ontario · CFP-Led · Fee-Based

Presidio Private Wealth Advisory

Wealth planning built for where you're going.

Q: What does a Certified Financial Planner (CFP) do?

A CFP is trained to assess and coordinate every dimension of your financial life — investment management, tax planning, retirement strategy, insurance, and estate planning — within a single, comprehensive plan. At Vela, your CFP is your primary advisor throughout the relationship.

CFP-led private wealth advisory for Ontario's emerging affluent professionals. Sophisticated strategy, clear direction, no product push.

Book a conversation Our approach

Serving physicians · lawyers · engineers · executives · across Ontario

Our Story

Most advisors sell products.
We plan your future.

Professional businesswoman holding a clipboard during an office meeting, showcasing leadership in a corporate environment.

CFP-led advisory — Ontario

You've built something real. A practice, a career, a household earning more than you ever imagined. And yet the financial system still treats you like a retail client — product brochures, vague allocations, annual reviews that answer nothing.

Presidio Private Wealth Advisory exists because you deserve better. We work exclusively with Ontario's emerging affluent — physicians, lawyers, engineers, tech professionals, and dual-income households with $100K to $1M in investable assets — who've outgrown generic bank advice but haven't yet reached the minimums of ultra-premium firms.

Our CFPs treat your financial life the way it actually is: complex, interconnected, and deeply personal. We build comprehensive wealth plans that span investment management, tax-efficient accumulation, retirement strategy, insurance, and estate planning — all coordinated, all clear, never transactional.

CFP

Certified Financial Planner led

100%

Fee-based, no commissions

What We Do

Everything your financial life requires — in one relationship.

We don't manage a portfolio. We steward a financial life. Each client engagement begins with a comprehensive plan that touches every dimension of your wealth — then evolves alongside you.

Private Wealth Planning

A comprehensive financial plan built around your full picture — income, assets, liabilities, goals, and timeline. Not a template. A living strategy that adapts as your life changes.

Investment Management

Evidence-based portfolios aligned to your goals, tax situation, and time horizon. We construct, rebalance, and monitor — so you don't have to watch the market.

Tax-Efficient Accumulation

RRSP, TFSA, FHSA, corporate holding structures, and investment account optimization — coordinated to keep more of what you earn at every income level.

Risk & Insurance Review

A clear-eyed audit of your disability, life, and critical illness coverage. We identify gaps without selling you policies — just honest guidance.

Estate & Legacy Planning

Thoughtful coordination with your legal team to structure your estate so your wealth transfers the way you intend, with minimal friction and tax exposure.

Business Owner Planning

Corporate structuring, retained earnings strategy, shareholder agreements, and succession planning — for professionals who blur the line between personal and business wealth.

"You've spent a decade building your income. Let's spend the next decade making it work as hard as you do."

Presidio Private Wealth Advisory — Ontario

Who We Are

Portrait of a confident businesswoman with long hair holding documents in a modern office setting.

Your advisor. Your partner.
Your full financial picture.

At Presidio Private Wealth Advisory, you work with a Certified Financial Planner who knows your name, your goals, and the story behind your numbers. Not a call centre. Not rotating associates. One relationship, built to last.

We believe the right advisor changes the trajectory of your financial life. We hold ourselves to that standard with every client engagement — from the first conversation through every annual review, life event, and market cycle.

CFP®

Certified Financial Planner

Ontario

Licensed & Regulated

Fiduciary

Your interests first

Who we serve

Physicians & Dentists

Lawyers & Notaries

Engineers & Architects

Tech Executives

Dual-Income Households

Business Owners

Common Questions

Everything you need to know before we speak.

Still have questions? Book a complimentary conversation and we will answer anything.

Book a call

Who does Presidio Private Wealth Advisory work with?

We work exclusively with Ontario's emerging affluent professionals — physicians, dentists, lawyers, engineers, tech executives, and dual-income households with $100K to $1M in investable assets. If you've outgrown generic bank advice but are not sure where to turn, we built Presidio for you.

Is Presidio Private Wealth Advisory fee-based or commission-based?

Presidio Private Wealth Advisory is 100% fee-based. We do not earn commissions on products we recommend. Our incentives are aligned with your outcomes — not with selling you something.

What does a CFP do that my bank advisor does not?

A Certified Financial Planner assesses and coordinates every dimension of your financial life — investment management, tax planning, retirement strategy, insurance, and estate planning — within a single, comprehensive plan. Your bank advisor typically recommends the bank's own products. We recommend what is right for you.

What is the minimum investable asset requirement?

We typically work with clients who have $100,000 to $1,000,000 in investable assets. If you are close to or within this range and are an Ontario professional, we encourage you to reach out.

How does the first meeting work?

The first meeting is a complimentary, no-obligation 45-minute planning conversation. There is no pitch and no pressure — we want to understand your situation and show you what a comprehensive wealth plan could look like for you.

Do you handle RRSPs, TFSAs, and corporate structures?

Yes. We coordinate all registered account strategies (RRSP, TFSA, FHSA), non-registered accounts, and corporate holding structures for business owners and incorporated professionals — optimized together rather than managed in silos.

Begin Here

A conversation costs nothing. Clarity is worth everything.

Our first meeting is a no-obligation, 45-minute planning conversation — no pitch, no pressure. Tell us where you are. We'll show you what's possible.

A review of your current financial position

Honest gaps analysis — no upselling

A sense of what a comprehensive plan looks like for you

Book a conversation

Serving Ontario professionals. Complimentary first meeting.