A firm built for continuity.
Independent in structure.
Senatus Wealth was founded in 2010 to address a recurring failure in private wealth advisory: accomplished specialists working in parallel, with no single point of accountability for the structural integrity of a family’s affairs. The firm was composed to hold that role, coordinating counsel across capital, governance, risk, taxation, succession, and legacy under a single mandate.
The firm is not owned by, controlled by, or affiliated with any bank, insurer, broker-dealer, or asset manager. No referral fees are exchanged within the specialist network, in either direction. Compensation is disclosed in advance, in writing, in the three forms described in On Compensation.
Over more than a decade, the firm has served families across Canada and the United States — some held under the same mandate now into a second and third generation. The bench has grown from counsel delivered by a single founder, to more than sixty practitioners across tax, law, estate, investment, assurance, governance, and succession.
A short chronicle.
One advisor, no assets — a network, and a single seat for a family’s entire affairs.
Senatus Wealth Management Corporation is incorporated to address a recurring failure in private wealth advisory: accomplished specialists working in parallel, with no single point of accountability. Early engagements: business owners and founders across the Ontario corridor.
Cindy Wilson joins as senior counsel for M&A and strategic financial advisory.
First cross-border mandates structured — Canadian families with material U.S. interests, served from one engagement. New industries come on: technology founders and medical-dental principals.
Raymond G. Adlington — past President of the Canadian Bar Association — joins as senior counsel for tax and business law.
The Family Policy Statement becomes the central operating artifact of every engagement. Legal, accounting, and corporate families enter the practice.
Encrypted document architecture, a shared position-of-record, and a written standard of response — every inquiry, within one business day.
Every advisor on a family’s file works from the same view. The bench’s decades of experience, held together in real time.
Sixty-plus practitioners, coordinated under one mandate. Forty-five UHNW families. Twelve clients per advisor. Three generations served.
A minimum of $25M net worth at engagement, alongside a small number of HNW relationships brought in by introduction. The architecture has not changed. The depth of the bench has.
By introduction.
Senatus opens a small number of new principal relationships each year. Inquiries are read by a senior partner of the firm and answered within one business day.