COMING SOON: NEW WEBSITE
COMING SOON: NEW WEBSITE
Premier Wealth Advisory for Ontario's Most Distinguished Families
Engineering Clarity, Control and Confidence for Generations, Across Canada and the United States
Your wealth reflects decades of discipline, vision, and enterprise. That attention to detail deserves counsel built to the same standard.
Senatus Wealth is a private wealth advisory firm serving affluent families in Ontario, across Canada and in the United States.
Integrated Wealth Architecture for High Net Worth Business Owners, Professionals and Families Across Ontario
By the Numbers
WHAT WE DO
Specialist Advice Across Wealth, Risk, Succession and Family Office
We assign a dedicated team to each private client relationship — drawing from the full breadth of our platform to deliver solutions shaped to your complete wealth picture, not a single dimension of it. We coordinate tax strategy, estate planning, corporate structuring, succession design, risk management, and investment oversight into one deliberate system — because enterprise value, family objectives, and continuity cannot be addressed in isolation.
Our teams bring institutional-calibre resources to bear on what matters most to you.
RENOWNED, SPECIALIST ADVISORS
Depth at Every Dimension
Our 12:1 advisor-to-private-client ratio means you will receive the best of the firm and enjoy a bespoke, white-glove experience.
DISCOVER OUR TAILORED SOLUTIONS
Architecture Before Action
Most firms lead with products. We lead with design. Before any recommendation is made, we map the full scope of your financial life, and build a system around it. Without that foundation, even sound decisions can work against each other.
We exist to make sure they don't.
FEATURED WEALTH MANAGEMENT INSIGHTS
Perspectives for Serious Capital
Our Perspectives are written for the principals who make key decisions. We examine the specific junctures where structure meets intention: accretive investment strategies, estate freezes, trust architectures, post-mortem planning, corporate-owned insurance, and the governance and succession frameworks that determine whether family capital survives for generations.
The premise is consistent throughout — significant wealth is a system of interdependent decisions, and it is the coordination of those decisions, not any one of them in isolation, that compounds over time.
Request an Introduction
Complex wealth requires a different kind of dialogue — one centered on stewardship, continuity, and the long-term interests of your family.
We work best with families who value rigour, discretion, and a long-term view. If that reflects your approach, we welcome the opportunity to connect.
Our Relationship with Clients
Senatus Wealth Management Corporation and Senatus Wealth Private Advisory Inc. (collectively, “Senatus Wealth”) provide wealth advisory, financial planning, insurance, and coordination services to private clients in Ontario, across Canada, and on a cross-border basis. The nature of our role, obligations, and compensation varies by engagement and is governed by the terms of each client agreement.
Where we act in an advisory capacity, our mandate is to provide strategic guidance, architect and coordinate wealth structures, and oversee the engagement of specialists on your behalf. Where we facilitate insurance solutions, we act as licensed insurance advisors under applicable provincial legislation. Investment advisory or portfolio management services, where provided, are delivered in accordance with applicable securities legislation and registration requirements. How we are compensated — whether by advisory retainer, asset-based fee, or insurance commission — is disclosed in advance under the terms of your client agreement.
Scope of Services
Senatus Wealth provides integrated wealth architecture, coordination, and advisory services. These may include tax-efficient wealth design, estate and succession planning, corporate and trust structuring, insurance architecture, investment oversight, governance frameworks, philanthropy, and family continuity planning. Services are tailored to each client’s objectives and circumstances. Not all clients will receive all services, and the absence of a particular topic from an engagement does not indicate that it is inapplicable to your financial situation. Where Senatus Wealth coordinates with external professionals — including accountants, lawyers, investment managers, or other specialists — we do not assume liability for the advice, services, or outcomes provided by those independent professionals. It is your responsibility to evaluate and act upon any external recommendations in consultation with your own advisors.
Entities Providing Services
Advisory and coordination services are provided by Senatus Wealth Private Advisory Inc. Financial planning, insurance planning, and investment oversight services are provided through Senatus Wealth Management Corporation, licensed under applicable provincial insurance legislation. Investment advisory or portfolio management services, where applicable, are delivered in accordance with National Instrument 31-103 — Registration Requirements, Exemptions and Ongoing Registrant Obligations — or through appropriately registered third-party firms coordinated by Senatus Wealth. The availability of specific services may vary by jurisdiction and applicable regulatory framework.
Cross-Border Coordination
Where clients maintain financial interests in both Canada and the United States, Senatus Wealth coordinates with qualified cross-border legal, tax, and investment professionals. Senatus Wealth is not registered with the U.S. Securities and Exchange Commission, FINRA, or any U.S. state securities regulator. Cross-border coordination is consultative in nature and does not constitute advice under U.S. federal or state law.
Important Limitations
Senatus Wealth does not provide legal, tax, or accounting advice unless explicitly agreed in writing. Any discussion of tax planning, estate structuring, corporate reorganization, the Income Tax Act, provincial tax legislation, or pending legislative changes is educational and consultative in nature. It should not be construed as a legal or tax opinion, relied upon for reporting purposes, or treated as a substitute for independent professional advice tailored to your specific circumstances.
Information provided by Senatus Wealth — whether through meetings, written materials, presentations, or digital platforms — is intended for educational and informational purposes only. Nothing contained herein constitutes a specific investment recommendation or an offer to buy or sell any security, insurance product, or financial instrument.
Senatus Wealth assumes no liability for positions taken or not taken based on discussions or materials provided during an advisory engagement.
