At Oldfield Group Wealth Management, our approach is personal, strategic, and built for complexity. We work with clients who want more than surface-level advice—they want a financial partner who understands the depth of their goals, the structure of their wealth, and the life they’re working to protect. From business owners navigating succession to families planning for future generations, our team provides wealth management for high-net-worth individuals who need more than investment management. They need clarity, integration, and a plan that evolves with them.
We deliver high-net-worth wealth management with discipline and care—backed by in-house tax insight, full-picture planning, and a commitment to real relationships. Here are the people we’re proud to serve:
Business owners and incorporated professionals
For business owners, wealth doesn’t live in one place—it lives across companies, holding structures, and long-term commitments. We provide high-net-worth wealth management that bridges your business and personal financial life, with strategies that reduce tax, optimize compensation, and support seamless exits or successions. Whether you’re growing, stepping back, or selling, we bring order to the chaos—so your life’s work supports your next chapter.
Pre-retirees and retirees
You’ve spent decades saving—now it’s time to spend with confidence. We help retirees and pre-retirees build financial plans that create income for life, reduce tax, and protect wealth for the next generation. From coordinating pensions and RRIFs to navigating decumulation and health care costs, our high-net-worth wealth management gives you the clarity to enjoy retirement without anxiety. Retirement isn’t a finish line—it’s a pivot point, and we help you make the most of it.
Executives
When your income is high, so is the complexity. From equity compensation and pension decisions to tax strategies and long-term wealth building, we help senior executives turn income into lasting security. Our planning integrates personal and corporate considerations, helping you manage cash flow, minimize tax, and prepare for career transitions—so you’re not only earning well but building wealth with purpose.
Families
Family wealth comes with responsibility—and opportunity. We work with affluent families to create financial strategies that reflect their values, protect what they’ve built, and prepare the next generation. Whether it’s charitable giving, intergenerational planning, or education funding, we offer thoughtful, tax-smart guidance that keeps your legacy strong and your financial life cohesive across generations.