Financial Planners for Affluent Canadians | Vanno Ort and Paul Jarvie Team

The Vanno Ort and Paul Jarvie Team

You can have a high net worth. Multiple corporations. Real estate. Corporate cash. And still feel like your “plan” lives in pieces. One part with your accountant. Another with your lawyer. Another with a portfolio statement that doesn’t mention your holding company, your exit timeline, or what your kids will inherit.

Sound familiar?

The Vanno Ort and Paul Jarvie team works as your central connector: bringing your professionals, documents, and decisions into one coordinated strategy, so you can move forward with less friction and more certainty. Think of us as the calm centre of your busy financial world: experienced partners who understand both your personal and corporate story and help you build, preserve and transfer wealth with intention across generations.

Financial planners helping you focus on what really matters

Affluent families often work with a long list of professionals: lawyers, accountants, business partners, brokers, bankers. Each is necessary. All operate separately.

We step into the middle of that picture.

Legal documents, tax planning, corporate structures, and investment decisions are aligned into one clear strategy, so every expert is working from the same page toward the same goals.

The result is clarity, and a sense of order. We free you to focus on what you actually want for your family.

Creating legacies for affluent families

Legacy is not an abstract concept for us. It's our core promise.

Whether you’re a long-established business owner, a family with multiple properties, or someone navigating a major liquidity event, we help structure your wealth so it moves with intentional accumulation, purposeful distribution, and thoughtful preservation.

Your future heirs inherit a plan, a purpose, and the clarity that comes with both.

Who we help

We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.

Blue collar business owners and entrepreneurs

Incorporated professionals

Agriculture and farming families

Pre-retirees and retirees

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What we do

As your financial advisors, we offer truly full-picture planning under one roof that covers every aspect of your financial life.

Tax planning

For high-net-worth families and incorporated clients, tax is often the biggest ongoing expense. We design tax-aware strategies that look at your personal, corporate, and trust structures together. That might mean optimising compensation, using holding companies, planning around the lifetime capital gains exemption, or mapping a step-by-step drawdown plan so future you is not surprised by future tax.

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