​​Astute Strategies Inc.

North: 101 McIntyre St W, 4th Floor, North Bay ON P1B 2Y5

South: 200 Yorkland Blvd, Suite 960, Toronto, ON M2J 5C1

Phone: 416.262.4944

We provide advice in various ways, including one-off consultations, annual retainer packages for ongoing services, as well as stand-alone engagements for fixed or hourly fees. We offer a number of pre-designed packages that may suit your needs. We can also create customized engagements where required. Contact  us today to learn how our astute expertise may benefit you and your family.

Providing financial, tax and estate planning, and more, on an advice-only basis.


Company info

This is an era of complexity and information overload for almost everyone in society. People are time-starved and overwhelmed with trying to manage and plan family needs, wealth and their life goals. Are you looking for "astute" advisors to help you navigate your way to peace of mind and ensuring you implement your goals?

Advice-Only Financial, Tax, and Estate Planning

In addition to financial advisors, we also have significant experience collaborating with your other professionals, including accountants and lawyers, to ensure that you receive advice that is holistic, customized, and communicated to your entire team of professional advisors.

“Astute Strategies Inc. helps us communicate numbers and strategies in a language that clients can understand and helps motivate them to take action on the matters that are most important to them. We have yet to have a joint meeting where value hasn't been created and actionable advice taken. We count ourselves fortunate to engage Astute Strategies to work alongside us for our clients.”

Thomson Financial Partners

Assante Capital Management



We HAVE keen insight and significant experience working with individuals & families, business owners, and financial advisors who are looking for additional support for their practices. let us share our wealth of knowledge. 


Definition of Astute - having insight or acumen; perceptive; having or showing an ability to notice and understand things clearly; mentally sharp or clever. Having or showing an ability to accurately assess situations or people and turn this to one's advantage.