Premier Wealth Advisory for Ontario's Most Distinguished Families
Engineering Clarity, Control and Confidence for Generations, Nationally and in the United States
ABOUT US
Integrated Wealth Architecture for High Net Worth Business Owners, Professionals and Families Across Ontario
Your wealth reflects decades of discipline, vision, and enterprise. That attention to detail deserves counsel built to the same standard.
Senatus Wealth is a private wealth advisory firm serving affluent families in Ontario and across Canada. We coordinate tax strategy, estate planning, corporate structuring, succession design, risk management, and investment oversight into one deliberate system — because enterprise value, family objectives, and continuity cannot be addressed in isolation.
By the Numbers
WHAT WE DO
Integrated Advice Across Wealth, Risk, Succession and Family Office
We assign a dedicated team to each client relationship — drawing from the full breadth of our platform to deliver solutions shaped to your complete wealth picture, not a single dimension of it. Our teams advise families and business owners in Toronto, Southwestern Ontario, and across the province, bringing institutional-calibre resources to bear on what matters most to you.
OUR TRUSTED SPECIALISTS
Depth at Every Dimension
Our 12:1 advisor-to-client ratio means you will receive the best of the firm and enjoy a bespoke, white-glove experience.
Every Senatus client relationship is supported by a dedicated team of specialist advisors — spanning tax, legal, investment, insurance, estate and succession disciplines. It is this depth of coordination, not any single recommendation, that defines the quality of our counsel.
DISCOVER OUR TAILORED SOLUTIONS
Architecture Before Action
Most firms lead with products. We lead with design. Before any recommendation is made, we map the full scope of your financial life — tax, estate, liquidity, control, governance, and succession — and build a system around it.
Without that foundation, even sound decisions can work against each other. We exist to make sure they don't.
FEATURED WEALTH MANAGEMENT INSIGHTS
Perspectives for Serious Capital
Every Senatus client relationship is supported by a dedicated team of specialist advisors — spanning tax, legal, investment, insurance, estate and succession disciplines. It is this depth of coordination, not any single recommendation, that defines the quality of our counsel.
Request an Introduction
Complex wealth requires a different kind of dialogue — one centered on stewardship, continuity, and the long-term interests of your family.
We work best with families who value rigour, discretion, and a long-term view. If that reflects your approach, we welcome the opportunity to connect.
Our Relationship with Clients
Senatus Wealth Management and Senatus Wealth Private Advisory Inc. (collectively, "Senatus Wealth," "we," or "us") provide wealth advisory, financial planning, insurance, and coordination services to private clients in Ontario, across Canada, and on a cross-border basis. Our role, obligations, and compensation vary depending on the nature of the services provided and the agreements in place with each client.
Where we act in an advisory capacity, our role is to provide strategic guidance, coordinate the implementation of wealth architecture, and oversee the engagement of specialists on your behalf. Where we facilitate insurance solutions, we act as licensed insurance advisors under applicable provincial legislation. Investment advisory or portfolio management services, where provided, are delivered in accordance with applicable securities legislation and registration requirements in the relevant Canadian jurisdiction.
How we are compensated — whether by advisory retainer, asset-based fees, or insurance commissions paid by the insurer — will depend on the scope of the engagement and is disclosed in advance pursuant to the terms of your client agreement.
Scope of Services
Senatus Wealth provides integrated wealth architecture, coordination, and advisory services. These may include, but are not limited to, tax-efficient wealth design, estate and succession planning, corporate and trust structuring, insurance architecture, investment oversight, governance frameworks, philanthropy, and family continuity planning.
Senatus Wealth does not provide legal, tax, or accounting advice unless explicitly agreed in writing. Discussions relating to tax planning, estate structuring, or corporate reorganization are educational and consultative in nature and should not be construed as legal or tax opinions. You are encouraged to consult with your own qualified legal, tax, and accounting professionals regarding your specific circumstances.
Financial planning and advisory services are tailored to individual client needs and preferences. Not all clients will receive all services. The fact that a particular topic is not addressed does not indicate that it is inapplicable to your financial situation. Certain activities may fall beyond the scope of the engagement.
Where Senatus Wealth coordinates with external professionals — including accountants, lawyers, investment managers, or other specialists — we do not assume liability for the advice, services, or outcomes provided by those independent professionals. It is your responsibility to evaluate and act upon any recommendations in consultation with your own advisors.
Entities Providing Services
Advisory and coordination services are provided by Senatus Wealth Private Advisory Inc. Investment, Financial and Insurance Planning services are provided through Senatus Wealth Management Corporation, licensed under the applicable provincial insurance legislation. The availability of specific services may vary depending on jurisdictional requirements and applicable regulatory frameworks.
Investment advisory or portfolio management services, where applicable, are provided in accordance with the relevant provincial securities commission, and National Instrument 31-103 — Registration Requirements, Exemptions and Ongoing Registrant Obligations — or through appropriately registered third-party firms coordinated by Senatus Wealth.
Cross-Border Services
Where clients maintain financial interests in both Canada and the United States, Senatus Wealth coordinates with qualified cross-border legal, tax, and investment professionals. Senatus Wealth does not provide U.S. legal, tax, or investment advice and is not registered with the U.S. Securities and Exchange Commission, FINRA, or any U.S. state securities regulator. Cross-border coordination is consultative and educational in nature and does not constitute advice under U.S. federal or state law.
Tax and Legal Information
Senatus Wealth does not provide tax or legal advice unless explicitly agreed in writing. Any information relating to tax or legal planning, including discussions of the Income Tax Act, provincial tax legislation, or pending legislative changes, is educational and should not be relied upon as tax or legal advice or used for tax or legal reporting purposes. You should obtain independent tax and legal advice based on your specific circumstances from qualified tax and legal professionals. Senatus Wealth assumes no liability for tax or legal positions taken or not taken based on discussions or materials provided during the advisory engagement.
Educational Purposes
Information provided by Senatus Wealth — whether through meetings, written materials, presentations, or digital platforms is intended for educational and informational purposes only. Nothing contained herein constitutes a specific investment recommendation or an offer to buy or sell any security, insurance product, or financial instrument. Appropriate strategies depend on each client's individual objectives, circumstances, and risk tolerance.