Significant wealth demands more than management. It requires leadership.
Private Wealth Advisors in Ontario, Across Canada and in the United States
OUR TEAM
As a Senatus Wealth Private Client, you work with a dedicated advisory team supported by over 60 professionals spanning wealth advisory, tax law, mergers and acquisitions, investment management, insurance architecture, estate coordination, and succession planning.
This is not a single-advisor relationship. It is the full capability of the firm — organized around you.
Select team members are presented publicly. Additional specialist expertise remains intentionally private.
FOUNDER, PRESIDENT
Brett P. Nicholson
Brett Nicholson founded Senatus Wealth in London, Ontario in 2010 to serve high net worth families, business owners, and entrepreneurs at the intersection of wealth, tax, legal structure, and multi-generational succession. For nearly two decades, he has advised entrepreneurial families across Ontario, Canada, and the United States on tax-efficient wealth creation, capital preservation, liquidity design, and continuity.
Brett designs and coordinates integrated wealth architecture — aligning capital, governance, risk, and succession so strategies are structured properly, sequenced intelligently, and executed with the full system in view.
Credentials & Affiliations
Guest Lecturer, Ivey Business School. Featured Presenter, Baker Tilly Canada Knowledge Forum. Guest, BNN Bloomberg. Featured, The Hockey News (Sports & Entertainment). Member, CALU. Author, Perspectives — Senatus Wealth’s library for affluent families and their advisory teams. Chair, For Peace of Mind, supporting London Health Sciences Centre.
TAX & BUSINESS LAW
Raymond G. Adlington
Ray Adlington is a senior tax lawyer advising business owners, affluent families, and multinational enterprises across Ontario and Canada on corporate tax, commodity tax, tax disputes, and strategic legal structuring. For over two decades, he has counselled some of Canada's most successful entrepreneurs and family-controlled businesses on the tax dimensions of succession, corporate reorganization, and intergenerational wealth transfer.
Ray brings institutional depth to the firm's tax architecture — ensuring that corporate structures, estate plans, and cross-border strategies are built on sound legal foundations, defensible positions, and long-term tax efficiency. His practice spans private company reorganizations, estate freezes, shareholder agreements, and multi-jurisdictional tax planning for families with complex holding structures.
Credentials & Affiliations
Former President, Canadian Bar Association. Member, International Bar Association. Former Chair, Atlantic Provinces Economic Council. Named Lawyer of the Year, Trusts and Estates, by The Best Lawyers in Canada. Trusted advisor to multi-generational family enterprises and their professional advisory teams across Canada.
M&A, FINANCIAL ADVISORY
Cindy Wilson
Cindy Wilson co-ordinates private equity, mergers and acquisitions, and strategic financial advisory matters for Senatus Wealth clients. She brings more than 25 years of experience advising high-net-worth individuals, investors, professionals, and business owners on complex transactions, strategic exits, capital structuring, and other financially consequential decisions.
Her work is defined by rigor, discretion, and precision, particularly in situations where timing and structure can materially influence outcomes. She is especially valuable to founders, families, and private business owners navigating liquidity events and strategic transition points.
Based in Toronto, she has advised Senatus Wealth clients since 2014 and remains an important part of the firm’s ability to deliver sophisticated guidance on transaction-related and strategic financial matters.
Credentials
CPA, CA. CFA. Bachelor of Science, University of Western Ontario. Bachelor of Commerce, University of Windsor.
PROFESSIONAL SERVICES
Professional Services Team
Senatus Wealth maintains longstanding relationships with a network of tax, legal, and estate, and succession planning specialists across North America. These professionals advise some of the most successful entrepreneurs, medical professionals, and professional athletes, and are experienced in navigating complex, multigenerational wealth matters.
Importantly, Senatus Wealth does not receive compensation from these specialists, nor do they receive compensation related to your investment or assurance solutions. This independence ensures advice remains objective, coordinated, and aligned solely with your interests.
As a Senatus Wealth client, you have access to this professional services network, which remains available to collaborate with you, your family, your business partners, and your existing advisory team—at your discretion. Our role is to ensure thoughtful coordination, clarity of responsibility, and continuity across disciplines.
INVESTMENTS
Investment Management Team
The Investment Management Team at Senatus Wealth is responsible for designing and overseeing investment strategies that serve a broader purpose: durability, liquidity, and long-term control.
Our approach recognizes that, for high-net-worth families, investing does not exist in isolation. Portfolios must integrate seamlessly with tax planning, corporate structures, insurance architecture, and estate strategies. As such, our investment decisions are made within a disciplined governance framework that prioritizes after-tax outcomes, risk management, and alignment with each client’s broader objectives.
The team focuses on globally diversified, risk-aware portfolios designed to compound capital efficiently while preserving flexibility across market cycles. Emphasis is placed on downside protection, liquidity planning, and structural resilience - ensuring capital is available when needed and never forced into untimely decisions.
Working collaboratively with the firm’s advisory, tax, and estate planning professionals, our Investment Management Team serves as a core component of an integrated wealth architecture - supporting thoughtful growth today while safeguarding clarity and continuity across generations.
RISK ARCHITECTURE
Insurance Underwriting & Risk Management
The Insurance Underwriting and Risk Management Team at Senatus Wealth is responsible for the design, implementation, and ongoing oversight of sophisticated wealth transfer strategies that support broader wealth, tax, and estate objectives.
Our team specializes in advanced underwriting, risk assessment, and policy structuring for high-net-worth families, founders, and business owners with complex personal and corporate exposures. This includes coordinating medical and financial underwriting, negotiating with insurance purveyors, and architecting solutions that align with corporate structures, shareholder agreements, estate plans, and long-term liquidity requirements.
Insurance is approached not as a standalone product, but as a strategic risk and liquidity tool—used to protect balance sheets, enhance tax efficiency, fund succession and estate obligations, and preserve optionality during periods of transition or uncertainty.
Working closely with our investment, tax, legal, and estate planning professionals, the Insurance Underwriting and Risk Management Team ensures that coverage remains appropriate, competitively structured, and fully integrated into each client’s overall wealth architecture as circumstances evolve.
Contact Us
We welcome the opportunity to hear from you. The appropriate member of our team will review your message and respond promptly.