— 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 —
Stop being the CFO. Live the life you built.
Our clients have built something — a business, a career, a family, a life that has grown more complex. It accumulated quietly. An accountant. A lawyer. A financial guy from years ago. An insurance person somewhere along the way. Each one good at their piece. None of them coordinated.
We do the planning, the investments, the insurance, the estate work — the core of your financial life, in-house and integrated. And when there's an outside advisor in the picture, we make sure they know exactly what they need to know, when they need to know it. So you're not the one routing the information anymore.
Insurance products are sold via Harbourfront Estate Planning Services Inc. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage. Please inquire for more information.
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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