Investments are not the main character in your life story. You are.
At the Vanno Ort & Paul Jarvie team, investment planning is simply the way we help high-net-worth families turn intention into action.
You may already have investments. What you want now is a high-net-worth investment advisor who can make sense of it all, coordinate the moving parts, and ensure your portfolio is actually doing the job it was hired to do. That’s where we come in.
Investing with your whole life in mind
Great investment planning starts with a simple question: what is this money for?
We begin by mapping out personal goals, corporate structures, family priorities, and timing. From there, we design an investment strategy that supports everything else in your plan, rather than competing with it.
That might mean structuring portfolios differently inside your corporation versus personally, balancing growth and stability across accounts, or planning around key milestones like business exits, cottage purchases, or supporting adult children.
The aim is intentional, long-range wealth strategy: investments that match your time horizons, risk comfort, and tax reality
Planning is a non-negotiable standard of care
Our approach is built around one core rule: advice has to be measurable. Using the IG Living Plan, we offer clear projections, scenarios, and decision points, so you can see the impact of choices before you make them.
Connecting your wealth
Our role extends well beyond the title of investment advisor. For many clients, we join the dots between you, your accountant, your lawyers, and the institutions that hold your assets.
When we make an investment planning decision together, we think through:
- How it affects your tax filings
- How it lines up with your wills, shareholder agreements, or trusts
- How it supports the eventual transfer of wealth to the next generation
We help build one coordinated approach. You experience it as fewer surprises, fewer conflicting recommendations, and a lot less time spent trying to translate “finance speak” into real life.
