Beyond Affluence
You Built the Wealth.
We Build What Comes Next.
You’ve spent years building the business.
Now, the questions you are asking have changed.
How do you preserve what you’ve built, generate more of it in your lifetime, transition it to the next generation, and use it to create the impact and legacy you desire?
33seven is a multi-family office for the highly affluent, business owners, and entrepreneurs that has been in business for 20 + years.
We are a one-stop solution. We bring succession planning, insurance solutions, accounting, wealth management, legal services, and knowledge of on-shore and off-shore wealth strategies together under one roof.
One trusted team. One point of contact.
Because at this stage, wealth is no longer about the money.
It is about what the money can make possible for you and your legacy.
Who We Work With
We serve highly affluent Canadians who have already achieved a significant level of success.
Business Owner / Entrepreneur / Affluent
Canadian
$10M+ net worth
Abundance mindset
Open to new ideas
As high net worth individuals, you now have time to consider the question “what’s next?”
Our clients value intelligent advice, integrated solutions, and a trusted single team that understands the complexity of significant wealth and the responsibility that comes with it. We only work with like-minded business owners.
The 33seven Journey.
33seven brings clarity to the conversations and topics that matter most to you.
Have you protected the legacy you’ve worked so hard to build?
Could your business create more opportunities and financial security for your family?
Are you paying more tax than you need to?
If something happened tomorrow, would your family and business be prepared—or left figuring it out without you?
Do you have a clear picture of your business value, personal wealth, and what it will take to achieve the life you want?
Would having one point of contact and one clear strategy give you more clarity, control, and confidence?
If the conversation leads to a plan, we build it together.
Follow the Money
Did you know paying personal income tax in April is optional?
Most people simply accept their tax bill as inevitable.
But business owners often have opportunities to structure their affairs differently—if they know what to look for.
The question isn’t just “How much tax do I owe?”
It’s “Did I have a better option?”