Your family’s wealth didn’t happen by accident. It was earned through hard work, smart decisions, and a long view of the future. But maintaining and transferring that wealth takes more than good intentions—it takes a clear plan that supports every generation and adapts as your life evolves.

At Oldfield Group Wealth Management, we specialize in family financial planning for affluent Canadians who want to grow, protect, and pass on their wealth with purpose. We bring together investment strategy, tax efficiency, estate planning, and open dialogue to help you make informed decisions—together. Whether you’re navigating a liquidity event, preparing an inheritance, or planning your legacy, we help you stay clear, connected, and in control.

Financial planning that starts with your goals, not the numbers

Family having a lunch

We begin every relationship by listening—really listening. We take time to understand what matters most to you, how your family communicates, and what you want your wealth to achieve. From supporting your children through education or first homes to funding charitable goals or planning a tax-efficient estate, your financial plan should reflect your values.

We create a relaxed, judgement-free space where all generations can ask questions, share concerns, and feel included in the process. Good planning starts with honest conversation—and it’s our job to make those conversations easier.

Tax-efficient strategies to keep more in your family’s hands

For many affluent families, taxes are the single biggest threat to long-term wealth preservation. That’s why every decision we make—from investment planning to withdrawals to legacy strategies—has tax in mind.

We help reduce tax burdens with smart structures like trusts, family corporations, income splitting, and charitable giving strategies. We also coordinate with your accountant and legal professionals to ensure every part of your plan works together—and nothing gets missed.

Our goal isn’t just to grow your wealth. It’s to protect it, preserve it, and pass it on efficiently.

Planning for the future while living fully now

Affluent families often struggle to balance long-term planning with present-day priorities. Should we gift money to the kids now? How much do we need to keep for ourselves? How do we make sure no one feels entitled—or left out?

We help you explore those questions with clear financial modelling, scenario planning, and open dialogue. You’ll see exactly what your plan can support, what’s possible today, and how your choices impact future generations.

We believe in flexible plans that evolve with you—so you can live well today while still planning wisely for tomorrow.

Family having dinner at their backyard

Preparing the next generation for real responsibility

Wealth can be a gift—but it can also be a source of stress, confusion, or even conflict. One of the most important (and often overlooked) aspects of family financial planning is preparing your heirs for what’s coming.

We work with adult children and grandchildren to build their confidence, financial literacy, and understanding of the family’s broader vision. That might mean involving them in estate planning discussions, coaching them through big decisions, or simply helping them see wealth as a tool—not a burden.

Our approach reduces the risk of surprises, misunderstandings, or mismanaged inheritances. It creates peace of mind—for you and for them.

A plan that grows with your family

Family having a bbq party at their backyard

Your life isn’t static, and your financial plan shouldn’t be either. As your family grows, as careers shift, as new goals emerge—we stay connected and proactive. Regular check-ins, annual strategy reviews, and open communication mean your plan is always up to date and ready for whatever’s next.

That includes adapting investment strategies, reassessing risk, updating beneficiaries, or adjusting gifting approaches as life changes. We’re in this with you for the long haul.