Growing the Legacy
Of Families

Wealth Management

Successful wealth management1 is built on sound strategies that consider your short-term and long-term goals.

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Tax & Estate Optimization

Our team will help create a prudent tax strategy and sound estate plan.

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Family Governance

Our team of financial professionals will help you establish a firm foundation on which to grow and pass on your wealth.

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Budgeting / Cashflow planning

Heirloom will act as fair, impartial, and independent CFOs for your family.

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Risk Management

Understanding and managing risk is a complex part of a well thought out financial plan.

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Meet our Partners

Nick Angellotti

Nick is a Chartered Accountant and has served business owners and families in his accounting role for over 30 years. Nick had the desire to help families beyond their accounting...

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Enzo Morini

Enzo brings over 25 years of experience as a tax specialist to Heirloom Wealth and is responsible for all tax-related issues and consulting for Heirloom’s clients. Enzo’s diversified career has...

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Baylor Crawford

Baylor has been in the financial services industry for over 20 years. His extensive experience and understanding of financial services come from his time spent at a major Canadian bank,...

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1 Investments are managed through Polaris Wealth, a division of Polaris Financial Inc. Polaris Financial Inc. is registered as a Portfolio Manager whose principal regulator is the Ontario Securities Commission. Polaris Wealth Inc. is currently registered in Ontario, Quebec, Nova Scotia, Alberta and British Columbia. Heirloom Wealth and Polaris Wealth have a referral agreement.