Are You Tax Smart?
At Campbell Canuel Family Wealth, our approach is built on accountability, transparency, and excellence. Principles that guide us in delivering a personalized family office experience that goes beyond the numbers.
We see the big picture and design a long-term roadmap that aligns with what matters most to you, today, tomorrow, and for generations to come.
“I am truly impressed with the level of attention, thoughtful advice, market research, and consistent follow-up I’ve received from Nathan and Mathieu. The energy and professionalism of their team have far exceeded my expectations. Their regular reviews, accessibility, prompt responses, and informative seminars have given me the confidence to make the best financial decisions, especially during volatile times. I’ve worked with other financial planners in the past, but none have come close to the personalized service and expert guidance I’ve experienced with them. I feel very grateful to be in such capable and trustworthy hands.”
– G. Agapinos, Business Owner.
"Working with Mathieu and Nathan has been an exceptional experience. Their ability to simplify complex financial decisions, combined with a thoughtful and highly personalized approach, has given me great confidence in our long-term planning. They take the time to understand not only my financial goals, but also the broader context of my life and career and provide guidance that reflects both. What stands out most is their integrity, attention to detail, and commitment to doing what is right for their clients. I trust them fully and feel fortunate to have them as partners in managing my family’s wealth."
– G. De Luca, Director of Clinical Neurosciences Undergraduate Education at Oxford University
Guidance grounded in understanding, trust, and experience
Our process
Welcome to our family-office approach to wealth management. Our process, which is our commitment to you, is based on our values of accountability, transparency, and excellence.
Discovery and Fit
Our initial step involves having a conversation with you and your family to establish a connection and determine if we're the right fit.
We aim to understand your personal and financial complexities, along with the dreams you envision for yourself, the family you lead, and the legacy you wish to leave behind.
Following our assessment of fit we will schedule our second meeting.
Your Personalized Financial Plan
In the week following our initial meeting, we will develop and present a financial strategy tailored exclusively to you, allowing us to collaboratively:
Implement effective tax planning strategies
Address your income needs
Engage our expert partners at RBC to enhance the plan
Strategize for your retirement
Once you have a clear understanding of your strategy, we'll implement your plan.
Implementing a tax-efficient portfolio
Combining your plan and our wealth philosophy we will craft your portfolio.
Our wealth philosophy is built on 4 pillars:
Tax-Efficiency: Prioritizing tax-efficient returns
Capital Preservation: Safeguarding and growing your wealth with a focus on stability
Discipline: Adhering to a structured approach in various market conditions
Value: Selecting investments with compelling pricing
Ongoing Support
With your groundwork established, we'll provide you with a service plan for the upcoming 12 months which includes:
Financial plan progress reviews
Investment performance reviews
Engagements with our expert partners
End-of-year tax planning
Who we help
Business owners
We alleviate financial uncertainty by structuring tax-efficient, income-maximizing strategies for growth and succession planning.
Busy families and professionals
Juggling career and family? We manage your finances so you can focus on what matters—peace of mind while building your future and cherished memories.
Pre-retirees & retirees
Retirement planning optimizes your after-tax income, ensuring you enjoy the lifestyle you’ve earned—whether preparing for or already in retirement.