Client Story
The Problem
Tony Petrielli had it all—or so it seemed.
With a thriving career, a paid-off mortgage, a well-run business, and robust savings, Tony and his wife Marisa were living the dream many aspire to.
But behind the scenes, Tony felt something wasn’t quite right.
Their financial life felt scattered—investments, RRSPs, corporate savings—everything was there but not working together.
He knew he wanted more than just “managing money.” He wanted a strategy.
A clear, actionable plan that didn’t just secure their retirement but created a lasting legacy for their two daughters.
“It felt like we were throwing darts blindfolded, hoping we’d hit the target. My wife and I wanted more than that. We wanted a plan—a real plan that didn’t just make sense today but secured a legacy for our daughters.“
The Solution
He wanted a plan that just made sense. That’s when Tony connected with our lead financial planner Kyle.
Kyle’s approach wasn’t about cookie-cutter advice or overwhelming jargon.
Instead, he started by truly listening to Tony’s goals and concerns.
He broke complex financial strategies into simple, actionable insights and even created personalized videos for Tony to share with Marisa. These videos helped bridge the gap and make decision-making easier for both of them.
Bit by bit, Tony and Kyle worked through everything: from tax efficiency and leveraging corporate savings to mapping out a plan for long-term wealth and legacy building.
What had once felt scattered now had clarity.
“At first, I was skeptical. But then he started doing something no one else had done: he listened. I mean, really listened. He took my jumble of questions—about RRSPs, corporate savings, even whether we should keep using a HELOC—and turned them into straightforward insights.“
The Outcome
With each conversation, Tony felt less like he was playing financial catch-up and more like he was building something meaningful—for today, tomorrow, and the future.
Tony’s biggest lesson was this: True wealth isn’t just about having money; it’s about having clarity.
When your financial plan aligns with your goals, you stop guessing and start moving forward with confidence.
“It’s not about fancy jargon or overwhelming spreadsheets. It’s about creating a plan that makes sense for you—your family, your goals, your future.“
The Insight
Like Tony, many families feel stuck—not because they don’t have enough income or assets but because their financial strategy feels disconnected.
Without clarity, it’s easy to lose momentum or feel like you’re one bad decision away from chaos.
For Tony, it wasn’t about reinventing the wheel; it was about making smarter decisions with what he already had.
If Tony’s story feels familiar, you’re not alone. Many high-earning families struggle to turn good finances into great legacies.
The key is having the right guide.
Discover how Kyle helps families like Tony’s create clarity, confidence, and lasting wealth.
Reach out to us here to see if our strategies and guidance are the right fit for you and your business.
Don’t let taxes eat away at what you’ve worked hard to build.
Book a call with us to learn how to leverage your corporate earnings effectively and set your wealth up for long-term growth.
Working with Kyle Pearce has been a game changer for my business. I was looking for a tax-effective way to handle the cash building up in my corporation, and Kyle provided exactly what I needed. He helped me set up a corporate life insurance policy that will benefit my family in the long term, and introduced me to tax-saving strategies I wasn’t aware of before. Kyle’s ability to break down complex financial strategies and tailor his advice to my specific needs made all the difference. I highly recommend his services.
Kyle is so knowledgeable! I had a discovery call with him and he was able to assist me on the next steps to improve my personal finances.
Working with Kyle Pearce has given me peace of mind when it comes to planning for my estate. I needed a strategy to ensure that my heir wouldn’t face a high tax burden, and Kyle delivered a thorough, well-researched plan. After years of dealing with the bank, I feel confident that Kyle and Jon will manage my RRIF funds with my best interests in mind. Kyle’s deep knowledge and careful approach to estate planning have made all the difference, and I highly recommend him.
Thank you for adding tremendous value to Canadian individuals and business owners.
As a Canadian real estate investor and business owner I’ve really enjoyed the detailed information and ideas they’ve shared. Kyle gave some incredible personalized insights for my situation.
Thank you for adding tremendous value to Canadian individuals and business owners.
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