STRENGTHENING THE POSITION OF BUSINESSES AND THEIR FAMILIES TODAY AND FOR GENERATIONS TO COME.
Personalized strategies in wealth preservation, tax efficiency, and legacy planning.
At Inherent Wealth, we specialize in helping business owners and professionals secure their financial position, protect what they’ve built, and preserve their legacy for future generations.
From our boutique office in Burlington, Ontario, we provide personalized strategies designed to safeguard your assets, maintain financial privacy, and ensure a tax-efficient transfer of wealth.
Our philosophy is built on three guiding principles: listening intently, sharing knowledge, and crafting custom solutions. As your dedicated estate advisors, we work in collaboration with your accounting, tax, legal, and investment professionals to develop clear, executable plans that protect your family and your business—especially during life’s most critical moments.
With a focus on clarity, confidence, and long-term success, we are committed to empowering you to achieve peace of mind today while preparing for the challenges of tomorrow.
I N H E R E N T
What is inherent is what God declares before the world attempts to define us: identity before achievement, worth before works, calling before circumstance. In this way, inherent reflects a divine design—gifts, stewardship, wisdom, and the capacity for growth that already reside within us, waiting not to be created, but to be revealed, cultivated, and aligned with God’s intent.
O U R M I S S I O N
TO BE A TRUSTED PARTNER, KEY RESOURCE, AND ESSENTIAL VOICE AT THE DECISION-MAKING TABLE FOR FAMILY-OPERATED BUSINESSES AND PROFESSIONALS.
We are committed to delivering strategies that are legally sound, tax-efficient, community-focused, and financially healthy—practices that not only support your long-term success but also strengthen the well-being of your family and community.
YOUR ADVISORY TABLE
Business owners and professionals are often consumed by the daily demands of running their companies, leaving little time to prepare for life’s uncertainties—such as illness, death, divorce, the loss of a key player, disputes, retirement, succession, or sale.
When the unexpected happens, decisions made in haste can have lasting consequences on the financial health of your family, business partners, and employees.
At Inherent Wealth, we work alongside you to plan ahead. Our role is to create a comprehensive, customized strategy that not only protects and manages your financial position today but also maximizes opportunities for future generations— ensuring you are ready for whatever life may bring.
S E R V I C E S
CAPITAL ENHANCEMENT
TAX REDUCTION & RE-DIRECTION
CAPITAL PRESERVATION
WEALTH TRANSFER
RETIREMENT STRATEGY
EXECUTOR READINESS
PHILANTHROPIC ENHANCEMENTS
M E E T T H E T E A M
- NOREEN GILL
Estate Planning Insurance Consultant, CEA
- CO-FOUNDER AND CEO
- ELLERY OICKLE
ESTATE PLANNING INSURANCE CONSULTANT, CEA
- CO-FOUNDER AND PRESIDENT
A MESSAGE FROM THE CO FOUNDERS
“WE FOUNDED THIS COMPANY OUT OF A GENUINE PASSION AND HEARTFELT DESIRE TO SEE FAMILY BUSINESSES AND PROFESSIONALS FLOURISH. OUR MISSION IS TO EMPOWER YOU WITH THE SAME PROVEN STRATEGIES THAT HAVE HELPED WEALTHY FAMILIES, SUCCESSFUL BUSINESS OWNERS, AND LEADING FINANCIAL INSTITUTIONS SECURE THEIR POSITION AND PROTECT THEIR LEGACIES FOR GENERATIONS.
By collaborating with top-tier professionals, we ensure your trusted accountant, lawyer, and wealth manager no longer work independently but instead communicate and coordinate with your goals in mind. This integrated approach ensures that every aspect of your financial strategy works in harmony to support your vision.
With this level of collaboration and expertise, you gain access to knowledge and strategies previously reserved for the most successful families and organizations. We are committed to guiding you with a unified, client-centred approach— empowering your business, your family, and your future to achieve lasting success.”
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Noreen Gill & Ellery Oickle
DOES YOUR FAMILY BUSINESS PLAN REQUIRE REVIEW?
Do you have a documented plan that achieves your retirement goal?
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If you passed away yesterday, will your family and business continue successfully?
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Do you know what your tax liability would be in the event of death? Would you like to know?
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Do you have a succession plan to ensure your business value is maximized in the event of sale / retirement?
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Do your lawyer, accountant, investment advisor, and insurance /estate advisor work in a co-ordinated manner for you?
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Do you have an updated will? Do you know what it says?
We provide strategies that strengthen, protect, and preserve wealth— helping you and your family achieve financial clarity today while building a legacy for tomorrow.
INHERENT WEALTH
806 Old York Road Burlington ON L7P 4X9
(647) 879 4450 | info@inherentwealth.ca