Personalized planning for your financial goals


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Our mission is to ensure that our clients are well-served and treated as individuals. We strive to effectively address each client’s needs, helping them prepare for all that life has to offer.

We work with a limited number of clients and take great pride in getting to know each client individually. This allows us to confidently ensure we have a detailed understanding of their circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in their financial future.

With over a decade of experience advising high-net worth individuals and families, Vikas Saida has built a reputation for delivering sophisticated wealth management solutions with highly personal and responsive service.

Total Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement starts with the planning you do today. No matter what stage you are at now, our Total Wealth Solutions are designed to help you achieve your financial goals and build your legacy.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
An investment in knowledge pays the best interest.
Benjamin Franklin

Information & insight

Markets Closing Out a Good Year Despite Uncertainties
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Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Tax Planning
Do U.S. Elections Affect Canadian Markets?
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Markets & Investing
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