— Cherry Hill Private Wealth —
Your financial life, coordinated.
Most people who've built real wealth end up with the same problem — their financial life is scattered across a half-dozen professionals and nobody is actually coordinating it. We're the team that brings the pieces back together.
Start a conversation— How we work —
One team. One plan. One coordinated experience.
In practice, that means we're the single point of contact for everything in your financial picture. When something shifts in one part — a new tax position, a life event, a planning decision — the changes flow across every other part without you having to be the one connecting the dots. Your accountant, your lawyer, your insurance advisor: we coordinate the work so the household always has one consistent picture.
Planning · Investments · Tax · Estate · Risk
How we work
— Who we serve —
Built for the complexity of a life already in motion.
Our clients are founders, operators, and the families behind them. Holding companies. Estate plans that don't fit a template. Real estate across markets. A calendar that doesn't leave time to be their own quarterback. We do the coordination work so the household doesn't have to.
Who we serve
— The Pathway —
A structured path through complexity.
Working with us follows a documented five-phase pathway, refined over years and adapted to each family. You always know where we are and what comes next.
— Where we work —
Two offices. Clients across Canada.
We're anchored in Kelowna, British Columbia and Burlington, Ontario, but the practice isn't bound by geography. Cherry Hill works with founders, business owners, and families across the country — wherever someone has built something worth coordinating around.
Kelowna · Burlington · Canada-wide
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