Financial complexity, solved.
Consortium Advisory coordinates industry leading experts in tax, risk management, succession and wealth. We restructure complexity into simplicity.
We exist for owners, professionals, and families.
Canadian business owners. Incorporated professionals. High-net-worth families navigating wealth across generations. Our work begins where one advisor stops being enough.
How Consortium Advisory helps.
Coordination isn't a luxury — it's the only model that works for real complexity. We built Consortium Advisory to make it accessible.
Mergers & Acquisitions Advisory
Risk Management
Integrated Tax Planning
“We built Consortium Advisory to eliminate the cost of disconnected advice.
Tax decisions shape your estate. Estate decisions shape your insurance. Insurance shapes your corporate structure.
When these disciplines work in silos, the gaps cost you money and create exposure.”
