At Deacon Wealth Management, we understand that financial planning for families is about more than managing wealth. It’s about protecting your loved ones, making thoughtful decisions across generations, and leaving behind more than assets—it’s about leaving something meaningful.

We help affluent families in North Bay and across Canada build plans that reflect what matters most: stability, shared goals, and a lasting legacy. With proactive guidance, personal attention, and full-picture coordination, we help you turn wealth into confidence—for you and for those who matter most to you.

A high-net-worth financial advisor who works with your whole family

Money can be a source of opportunity—or conflict. That’s why our role extends beyond spreadsheets. We help your family have the conversations that matter—about inheritance, values, roles, and long-term goals—so your financial strategy reflects more than numbers. It reflects who you are.

We’re not just here to protect your assets. We’re here to protect your family’s future. From tax-smart estate planning to preparing your children for financial independence, we help you create clarity, reduce friction, and build a legacy worth carrying forward.

How we support affluent families

  • Wealth transfer planning

    Transferring wealth is about more than writing a will—it’s about setting your heirs up for long-term success. We help you structure your estate for clarity and tax efficiency using tools like trusts, insurance, and charitable giving. Whether you want full control or prefer flexibility, your plan will reflect your values and support your family’s long-term goals.

  • Family-focused estate planning

    We build estate plans that reduce tax, avoid confusion, and bring peace of mind. Our team works closely with your legal and tax professionals to ensure every detail is aligned. Most importantly, we help you communicate your wishes clearly—so your loved ones aren’t left guessing.

  • Preparing the next generation

    Sudden wealth can be overwhelming. We help prepare your children and grandchildren to handle financial responsibility with confidence. Through education, family meetings, and clear planning, we empower the next generation to steward their inheritance wisely and make sound decisions on their own.

  • Coordinated investment strategies

    We design investment plans that support both your personal goals and your family’s evolving needs. Whether you’re growing wealth for future generations or creating income for the present, we ensure your portfolio is aligned, tax-efficient, and built with purpose.

  • Open communication, lasting connection

    We help facilitate honest, productive family conversations about money—something many families find hard to do. These conversations lay the groundwork for aligned values, smoother transitions, and a stronger legacy. And we’re there to guide them every step of the way.

A long-term partner your family can count on

At Deacon Wealth Management, we’re known for hands-on service that goes far beyond the industry norm. Clients don’t need to chase us for updates—we’re already reaching out. We communicate clearly, listen carefully, and stay connected with you and your family across every stage of life.

We coordinate with your other advisors, reduce complexity, and ensure no detail is overlooked. And because we truly get to know you, we can provide guidance that reflects not just your financial picture, but your family’s values, history, and vision for the future.