One team across the four pillars of family wealth
Most families are forced to assemble their financial life from disconnected providers. At Aura, one accountable team plans across all four pillars — so every decision is made with the whole picture in view.
Wealth Protection
Everything you are building rests on your ability to earn and the protections around it. We start here because no investment strategy survives an unprotected downside.
Life insurance planning
Coverage designed around what your family would actually need — not a round number a bank suggested.
Income protection
Disability and critical illness strategies that keep the plan funded if your health interrupts your income.
Estate preservation
Structures that keep what you’ve built intact when it passes to the people you built it for.
Wealth Building
Canada gives families powerful tax-advantaged tools. Most are underused or misused. We build a savings and investment architecture that puts every dollar where it works hardest.
TFSA, RESP & RRSP strategy
The right accounts, in the right order, funded the right way — sequenced to your income and family goals.
Investment planning
A disciplined, goal-driven portfolio approach — not product-chasing, not market-timing.
Tax-efficient growth
Structuring growth so more of the compounding belongs to you — and less of it leaks away each April.
Retirement & Legacy
A good retirement plan answers two questions: how do I turn assets into dependable income, and what happens to everything I’ve built afterward. We answer both together.
Retirement income planning
Turning savings into sustainable, tax-aware income you cannot outlive.
Wealth transfer
Passing wealth to the next generation deliberately — with structure, timing, and intent.
Family planning
Aligning parents, spouses, and adult children around one plan, before circumstances force the conversation.
Business Owners
For business owners, the company and the family balance sheet are one system. We plan across both sides so a shock to one never sinks the other.
Key-person protection
Coverage for the people your business cannot operate without — including you.
Corporate structures
Using corporately-held solutions to protect and grow value inside your company tax-efficiently.
Succession planning
A defined path for the business — sale, transfer, or next generation — decided by you, not by events.
Start with a conversation.
Tell us where you stand. We’ll show you how the pillars connect for your family — clearly, and without obligation.
Get Started