The Company

Giving you the clarity and confidence to make informed financial decisions

We started ICON in 1984 specifically to provide independent, unbiased advice. Based in Toronto, we're an independently owned firm with no external influence or control by outside industry carriers or providers - we are objective on your behalf. We sit on your side of the table and are committed to the financial independence and well-being of each of our clients.

That means that it's a different kind of conversation than you might expect. We ask some pretty important questions - questions that aren't always easy to answer, but we also bring some solid answers too. Ask yourself:

  • What do you want to do when you can support the lifestyle you want without having to work?
  • When will you have the resources to support your lifestyle without working?
  • What will be the sources of your income - for the rest of your life?
  • What are the ways you'll optimize your investments and income?
  • How much can you give away while you're living - and after you pass on?

These are just a sample of some of the important questions we want to help you answer and we have proprietary scenario planning software to help you assess the impact of various decisions in advance of you making them.

Secure the financial independence and protect the lifestyle
choices and freedoms you have for the rest of your life.

Why We Do This

ICON is in the business of answering the difficult questions high net worth families struggle with as they progress through the various stages of asset accumulation, management, and distribution. We custom-design and source leading edge tax, asset, and estate management integrated solutions catering to high net worth families.

Typically, over time, the wealth management strategies (tax, legal, accounting, investment, estate) of high net worth families become fragmented, overwhelming, and outdated. ICON follows a process that reorganizes existing wealth management strategies so that they are transparent and easy to follow and then assesses the suitability of each one. Most importantly – ICON puts the high net worth family back in control of its investments. Click here to read more on Estate Protection, Enhancement and Distribution.

As successful people, you are aware of the challenges faced by high net worth families – increasing income tax, lower investment returns, investment risks, estate distribution issues, etc. These require integrated net worth management expertise – an ICON strength!

Unlike traditional product manufacturers and suppliers (banks, brokerages and insurance companies), ICON is part of an independent network of experts who are not tied to any one of these manufacturers, suppliers or investment funds.

ICON believes that high net worth families should be independently guided in the management of their assets and not be at the mercy of a corporate agenda. Nor does ICON believe that any single manager, regardless of track record or reputation, including it, should manage or control all of your investments.

Our proprietary system permits you to centralize your entire net worth (corporate, personal, insurance, investments, estate plan, etc.) in one simple consolidated report without giving up the security and safety of having a stable of independent managers – E Unum Pluribus … From One Comes Many™

The Work We Do

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The Differences Between an Investment Firm, a Private Banker, and an Independent Financial Advisor

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Delivering “peace of mind” to HNW clients ensures success

Kevin explains how delivering “peace of mind” to HNW clients ensures success:

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Kevin Smith explains the work we do on Transitioning to a Family Office Business…

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Financial Life Scenario Planning

Planning is great, but limited. Unfortunately, because of the pace of change, plans become outdated…

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Enhancing your Life’s Time

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Optimal Estate Planning

A typical traditional estate plan results in the following: Too much tax being paid Asset…

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Who runs this thing…

The Principal, Kevin Smith, has been a financial planner for 28 years. During the 28 years,…

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Wealth Protection & Enhancement Planning

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