Making informed financial decisions requires clarity and confidence. We'll deliver both.

Our decades of focus on affluent families and Canadian Tire Dealers helps you be as successful with your wealth as you have been with your enterprise.
<a href="/wealth-protection-enhancement/">Wealth Protection & Enhancement Planning</a>
Wealth Protection & Enhancement Planning

You had a plan for the enterprise. You need a plan for your wealth.

<a href="/capital-accumulation-management/">Capital Accumulation & Management</a>
Capital Accumulation & Management

Wealth grows by design, so that risk and return are deliberate.

<a href="/financial-life-scenario-planning/">Financial Life Scenario Projections</a>
Financial Life Scenario Projections

Planning is great, but limited.

<a href="/advanced-tax-planning/">Advanced Tax Planning</a>
Advanced Tax Planning

Every tax dollar saved is a 100% return to the investor.

It's not just Kevin's clients that think he's good at this:

WE'RE FOCUSED ON CANADIAN TIRE DEALERS, ENTREPRENEURS AND FRANCHISEES

You know that focus creates results, and we feel the same way. That's why, for 25 years we've been focused on working with affluent families and Canadian Tire Dealers. Our role is to help you make the most of what comes out of your enterprise, not just what goes into it.

Odds are, almost everything you have is tied to the enterprise. Your wealth has come from it. You're known in the community. You've employed hundreds of people through the years. You're good at it. There's a rush that comes from being on the floor. You're well known and respected. The enterprise has been good to you.

But what happens after the enterprise? That can be a scary question, or more likely one that you just don't want to answer. But you'll answer it one day, and your answer will be well-thought out and deliberate, or hollow and full of concern.

We help Canadian Tire Dealers, and entrepreneurs at Tim Horton's, McDonalds and others plan for making the most of the wealth they've created,

and for the future they want when they leave the enterprise. At some point you'll realize that the amount of time you have to recover from a bad decision is becoming very short. You'll start to become concerned about your health. You'll want to figure out how to align your time and money; how will you spend both, and how much will you have?

The reality is that no one told you your success would be complicated. There's more. You'll need a plan, and we've helped create hundreds.

Our focus is on people who want to make the most of their wealth, but also people who want to make the most of the one asset you can't create: your time. It's about time for the conversation.

OUR TEAM - Meet The Magic

We're deliberate. That's true in our planning, our advice, and how we choose our team. Our client leadership team is small and focused on purpose, but have a large team of hand selected technical experts behind us. It gives us agility and depth. It gives you personal service and confidence.
Kevin Smith
Principal & Founder
Kevin Smith

Kevin Smith

Principal & Founder

If you are like most people who’ve created success in their business, you know that…

Grace Watt
Operations Leader
Grace Watt

Grace Watt

Operations Leader

Any great business has an undeniable focus on getting things done for its clients: that’s…

Tef Shojai
Coordination Leader
Tef Shojai

Tef Shojai

Coordination Leader

We believe in being very efficient. To do that, it doesn’t only require a great…

Terry Connoy
Business Advisor & Franchisee Expert
Terry Connoy

Terry Connoy

Business Advisor & Franchisee Expert

Terry comes to ICON with a very special blend of experience and expertise. For 20…