Helping you to navigate the financial landscape of your life.

Our primary purpose is to align your dreams and goals with custom strategies to optimize your wealth and protect your legacy with discretion and professionalism.

Building and nurturing partnerships with Canada’s high net worth individuals, corporations and families, YorkStreet Financial specializes in wealth management, business structures, tax strategy, insurance planning, corporate and estate planning.

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Personal wealth and estate planning

Our clients are primarily business owners and entrepreneurial professionals where a one-size-fits-all solution doesn't meet their dynamic needs. Our approach is to take the time to fully understand your unique personal & financial situation and make strategic recommendations that work for today and tomorrow. 

Most of our clients are successful because they undertake risk in their chosen profession or business endeavours. We provide expertise in mitigating some of this risk with the planning services we provide, with the ultimate aim of securing your long-term financial success and estate planning for the next generation.