Counsel, forged at the highest level. One table. One mandate.
Over sixty specialists convene. Decades of complex experience. Proven captaincy. Disciplines held in concert.
Brett Nicholson founded Senatus Wealth in 2010 on a single conviction: that a family of significant wealth is best served by one point of structural accountability — a single architect attending to the integrity of everything they have built. The firm was established to hold that role: the independent coordination of specialist counsel across capital, governance, risk, taxation, legal strategy, succession, and legacy — held to the family, today and for generations.
Over two decades, the firm has composed and maintained sophisticated wealth architecture for hundreds of affluent families, with significant financial and family interests across Canada and the United States. Each engagement is arranged with meticulous care — integrating family values, investment policy, risk, tax and legal structure, estate design, and multi-generational continuity into a single coherent plan.
What a family values most in its advisor is the quality revealed only in practice: judgment under uncertainty. Brett’s temperament is composed where others differ, assertive where clarity is required, and possessed of the restraint to allow sound structures to evolve and perform.
His work is conducted at the altitude where the full landscape of a family’s affairs is visible — the interplay between generations, disciplines, and near-term decisions bearing long-term consequence. Brett studied Management and Organizational Studies (Accounting) at the University of Western Ontario.
Career
Volunteerism
The tax architecture beneath a family’s wealth, composed with care, becomes the most enduring foundation of everything that stands upon it. Raymond Adlington brings counsel of that depth — the firm’s senior tax and business law advisor since 2020, with more than twenty-five years of practice at the highest levels of the Canadian legal profession.
Ray served as President of the Canadian Bar Association and as a four-year member of the CBA–CPA Canada Joint Committee on Taxation. He is the former Managing Partner and CEO of McInnes Cooper. He holds an LL.B from Dalhousie University and has been recognised by Best Lawyers™ in Canada for Tax and Trusts and Estates since 2011 — including Lawyer of the Year in Trusts and Estates.
Career
Volunteerism
Certain moments in a family’s financial life carry disproportionate weight. Cindy Wilson attends to them — the firm’s dedicated advisor for private equity, mergers and acquisitions, and strategic financial matters.
Over more than twenty-five years, she has advised at every stage of the transaction lifecycle — from PricewaterhouseCoopers in Toronto and Melbourne, to IBM Canada, to the closely held succession decisions that define the work at Senatus. She holds a BSc from Western Ontario, a BCom from Windsor, and carries the CPA, CA, CFA, and CSC designations. Based in Toronto since 2014.
Career
Volunteerism
The balance of the firm’s advisory bench serves in confidence — on behalf of families to whom discretion is the first condition of the relationship.
The finest advisory relationships begin with understanding — shaped by clear and thoughtful communication, sustained by trust.
Senatus accepts a select number of new family relationships each year, predominantly through private referral. Where the approach resonates, a private conversation may be arranged.
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Safekeeping of Client Capital
Your assets are never held by Senatus Wealth, nor by any advisor within our network. Capital is held and protected by independent, qualified custodians — institutions such as NBCN Inc., a wholly-owned subsidiary of the National Bank of Canada, and comparable custodians of equivalent standing and class, including Fidelity Clearing Canada and Apex Clearing, depending upon your portfolio manager. No advisor, whether internal or external, has direct access to your cash or securities at any time.
Portfolio management is conducted by third-party, independently licensed portfolio managers operating under the supervision of the Ontario Securities Commission and the Canadian Investment Regulatory Organization (CIRO), in accordance with National Instrument 31-103 — Registration Requirements, Exemptions and Ongoing Registrant Obligations. Client assets are entitled to protection in the event of insolvency, subject to the terms and limitations of the applicable custodian and investor protection fund.
For further detail regarding the entities responsible for the custody and management of your capital, please contact us at hello@senatuswealth.com.
Independence
Since its founding in 2010, Senatus Wealth has operated independently. The firm is not owned by, controlled by, or affiliated with any bank, insurer, broker-dealer, or asset manager.
Compensation
The firm is compensated by the families it serves. Senatus Wealth does not receive referral fees from the professional specialists within its network, nor any compensation tied to the purchase, placement, or retention of investment or assurance solutions arranged for clients.
Scope of Services
Senatus Wealth provides integrated wealth advisory, coordination, and architectural services. Specific legal, tax, accounting, and regulated investment services are delivered by independently licensed professionals engaged under separate mandate, and clients should look to those mandates for the terms governing those services.
Jurisdictions
The firm serves Canadian and cross-border families with interests in the United States. Availability of specific services depends on jurisdiction, licensing, and the nature of the mandate.
Terms of Use
By accessing or using this website, you agree to the following terms. If you do not agree, please discontinue use.
Use of this website does not create an advisory, fiduciary, or professional relationship between you and Senatus Wealth. Such relationships are established only by written mandate executed between the firm and the client.
All content is provided for general informational purposes only and is subject to change without notice. It does not constitute investment, financial, legal, tax, or accounting advice, nor an offer or solicitation to purchase or sell securities or any financial instrument. Senatus Wealth makes no warranty, express or implied, as to the accuracy, completeness, or suitability of any information for any particular purpose.
All material on this website, including text, imagery, and design, is the intellectual property of Senatus Wealth or its licensors, protected under applicable Canadian copyright, trademark, and international law. No content may be reproduced, distributed, or republished without prior written consent. Linking, framing, scraping, or data-mining of this website is prohibited without express permission.
This website may contain links to third-party sources. Senatus Wealth does not endorse and is not responsible for the content, accuracy, or practices of any third-party website.
To the fullest extent permitted by law, Senatus Wealth shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from or related to the use of, or inability to use, this website or its content — including damages to computer equipment or exposure to viruses.
This website and its terms are governed by the laws of the Province of Ontario and the applicable laws of Canada. Any dispute arising from your use of this website shall be subject to the exclusive jurisdiction of the courts of Ontario.
Forward-Looking Statements
Certain statements on this website constitute forward-looking statements reflecting the current expectations and assumptions of Senatus Wealth Management Corporation (the “Corporation”). These statements may include words such as “may,” “anticipate,” “believe,” “expect,” “estimate,” “intend,” and similar expressions. Forward-looking statements involve known and unknown risks, uncertainties, and assumptions that could cause actual results to differ materially from those expressed or implied. These statements are made as of the date of their inclusion on this website. The Corporation assumes no obligation to update or revise forward-looking statements to reflect subsequent events.
Industry Data
Market data and industry forecasts appearing on this website are derived from publicly available sources believed to be reliable. Their accuracy and completeness have not been independently verified by the Corporation.
Privacy Policy
Senatus Wealth Management Corporation (the “Corporation”) is committed to the highest standards of privacy and discretion. This policy describes how we collect, use, disclose, and safeguard non-public personal information in the course of our advisory relationships and through this website, in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.
Information We Collect
We collect personal information necessary to serve your advisory relationship and to comply with applicable regulatory requirements. This may include information provided directly by you — such as your name, contact details, social insurance number, financial circumstances, and investment objectives — as well as information obtained through applications, agreements, correspondence, telephone conversations, and your use of this website. We may also receive information from consumer reporting agencies and from third-party service providers engaged on your behalf.
How We Use Your Information
Personal information is collected and maintained in order to establish your identity, assess your eligibility and suitability for our services, fulfill applicable know-your-client (KYC) obligations under NI 31-103 and the Client Focused Reforms, deliver integrated advisory services, and comply with legal and regulatory requirements. We do not use your personal information for marketing purposes unrelated to the advisory relationship without your express consent.
When We Disclose Your Information
We may share personal information, to the extent necessary, with third-party professionals and service providers engaged on your behalf — including portfolio managers, custodians, insurance providers, accountants, and legal counsel — and only for the purposes identified above. Contractual and other safeguards are in place to ensure a comparable level of protection when information is handled by a third party.
We may also disclose personal information where required by law, regulation, or valid legal process — including to securities regulators, the Ontario Securities Commission, CIRO, and other self-regulatory organizations (SROs) that collect, use, and disclose such information for regulatory purposes, including audits, investigations, and enforcement proceedings.
We do not sell, lease, or otherwise make your personal information available to unaffiliated third parties for their independent use.
Consent
By entering into an advisory agreement or continuing to engage our services, you consent to the collection, use, and disclosure of your personal information as described in this policy. You may withdraw consent, in whole or in part, upon reasonable written notice — subject to legal, regulatory, and contractual obligations. The Corporation will inform you of the implications of any withdrawal of consent for the continued provision of services.
Safeguards & Retention
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, or disclosure. Access to personal information is restricted to those employees and authorized third parties who require it to provide services to you. No method of transmission or storage is perfectly secure; clients are encouraged to share sensitive information through the protected channels we designate. Personal information is retained for as long as necessary to fulfill the purposes for which it was collected, and in accordance with applicable regulatory retention requirements.
Your Rights
Subject to applicable law and regulatory requirements, you may request access to, correction of, or deletion of your personal information by writing to hello@senatuswealth.com. The Corporation will respond promptly and will provide an explanation in any case where access cannot be granted.
Updates
This policy may be updated from time to time. The current version is always accessible from this website. If you have questions or concerns, please contact us at hello@senatuswealth.com.
Thank you.
Your inquiry has been prepared for the Private Office. A member of the team will respond, in confidence, within twenty-four hours.