Bringing Total Alignment to Your Corporate and Personal Wealth
Financial lives become more complex as income, ownership, and long-term goals grow. Grant Strachan & Associates Private Wealth Management works with clients who want more than isolated advice. We help coordinate tax, investment, insurance, retirement, estate, and corporate planning so each decision supports the bigger picture.
Our work is best suited to clients who value thoughtful planning, responsive service, and a more personal relationship.
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Doctors and Medical Specialists
We work with incorporated physicians, specialists, surgeons, anesthesiologists, ophthalmologists, and other medical professionals who want a more coordinated approach to wealth. This often includes tax planning, professional corporation planning, insurance, retirement, and long-term estate considerations.
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Dentists, Optometrists and Specialty Clinic Professionals
We help professionals who run or work within private clinics manage the planning issues that come with strong income, practice ownership, staff, equipment, and long-term growth. Our role is to help bring structure to decisions around tax, investments, insurance, and succession.
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Chiropractors, Physiotherapists, Naturopaths and Wellness Practitioners
We work with wellness professionals whose practices are growing in complexity and value. Whether you’re incorporated, building personal wealth, or planning for retirement, we help create a strategy that connects your business and personal financial life more effectively.
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Incorporated Business Owners and Entrepreneurs
We help business owners turn commercial success into well-structured personal wealth. That may include tax planning, corporate surplus strategies, retirement planning, insurance, estate planning, and business succession considerations.
Private Company Advisory
For business owners considering a transition, acquisition, or eventual sale, planning matters well before the transaction. We help clients think through key decisions around business value, tax exposure, succession, and personal wealth planning so the next step supports both the company and the life around it.
When Your Financial Footprint Evolves, Standalone Solutions Fall Short
Whether you’re managing an expanding private clinic, optimizing corporate surplus cash flow, or engineering a business succession timeline, your wealth requires a single, cohesive blueprint.
Let us serve as the strategic architect of your financial life, collaborating directly with your existing legal and tax professionals to bring absolute clarity to your total footprint.
Community Involvement
We believe in giving back to the community that supports us. Here are some of the organizations we proudly support:
