At Deacon Wealth Management, financial planning is never one-size-fits-all. As a dedicated North Bay based wealth advisor, we help individuals and business owners across Canada make sense of their full financial picture—connecting the dots between life, business, family, and legacy. Whether you’re preparing for retirement, running a company, or planning across generations, we bring structure, clarity, and personal care to every decision you make.
Pre-retirees and retirees
Preparing for retirement is challenging. This is a time of transition—and smart planning makes all the difference. We help you shift from saving to spending with a personalized retirement income strategy designed for you. As your wealth advisor, we create plans that can reduce tax, manage risk, and give you the confidence to enjoy life now while protecting your long-term security.
Affluent families
With wealth comes complexity. Our team helps high-net-worth families build structure around complex financial lives—connecting investment strategy, estate planning, and tax efficiency into a cohesive plan. We also help facilitate important family conversations, ensuring your values are passed down along with your wealth. As your wealth advisor, we help you preserve what matters most—for generations to come.
Business owners and entrepreneurs
Your business is a major part of your financial story—and your long-term personal success depends on what you do with it. We help business owners translate corporate success into personal wealth with strategies for growth, risk, tax planning, and eventual succession. From retained earnings to retirement, our wealth advisors build plans that work both in and outside of your business.
Incorporated professionals
Incorporation brings major advantages—but also added complexity. We work with incorporated professionals like physicians, engineers, and consultants to make sure their corporate structures serve their full financial plan. Whether you need to build tax-efficient investments, optimize compensation, or design a withdrawal strategy, we help you use incorporation as a powerful tool for long-term wealth building.