You’ve put in the hours, led teams through complex decisions, and reached a level of professional achievement that few attain. But with success comes layers—stock options, pensions, bonuses, private investments, and tax implications that never seem to stop evolving. When every financial move affects the next, you don’t need more complexity. You need strategy.
At Oldfield Group Wealth Management, we help high-earning executives bring clarity to their financial lives. Our advice is proactive, personal, and rooted in deep experience helping affluent Canadians structure their wealth with confidence. Whether you’re in the thick of your career or starting to plan your next chapter, we ensure your money is working hard for the life you actually want.
Structure your compensation with purpose
Executive compensation isn’t like a standard paycheque. It’s layered—RSUs, DSUs, bonuses, deferred comp, and benefits. Without the right plan, it’s easy to miss opportunities or trigger unnecessary tax. We help you understand each piece, build around your cash flow needs, and structure your income in a way that supports your life today and your goals for tomorrow.
Our team works closely with your accountant and legal professionals to coordinate decisions around timing, tax deferral, and reinvestment. This isn’t just about what you earn—it’s about how you keep more of it and use it wisely.
Plan for early retirement—or a better version of work
For many of our executive clients, the question isn’t “Can I retire?” It’s “When should I?” Maybe you want to consult part-time, take a board seat, or simply slow down and focus on family. We build plans that map out different scenarios so you can explore those questions without second-guessing your decisions.
From tax-smart withdrawals to pension integration, we’ll show you how to make work optional—not because you have to leave, but because you can. We run the numbers, model the trade-offs, and help you build a future on your own terms.
From complexity to clarity
We know what’s at stake. As your responsibilities grow, so does the risk of missing details that could cost you later. That’s why we take a full-picture approach—connecting your investment strategy, compensation planning, insurance, estate goals, and tax planning in one coordinated plan.
Our clients often tell us they feel a sense of relief after our first conversation. Not because they suddenly have all the answers, but because they finally have a trusted advisor who sees the full picture and can help them make sense of it.
Wealth planning for your legacy, too
Whether it’s supporting adult children, making philanthropic gifts, or planning for a tax-efficient estate, we help you think beyond your own lifetime. We simplify the process of creating a legacy that reflects your values and supports the people and causes that matter most.
By integrating estate planning and insurance into your overall strategy, we help minimize taxes at death, provide liquidity for heirs, and ensure your intentions are carried out smoothly.