Empower Your Financial Future

Your Trusted Financial Partner Anytime, Anywhere.

What We Do

We help entrepreneurs, business owners, and their families build, protect, and transition wealth with clarity and confidence.

Our approach integrates your business and your personal financial life — giving you one coordinated strategy.

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Entrepreneur & Business Owner Financial Planning

Integrated business + personal cash-flow planning
Compensation strategies (salary vs. dividends)
Corporate investing and corporate tax optimization
Holding company & operating-company structuring
Succession, buy–sell strategies, and exit planning

Personal Wealth & Retirement Planning

RRSP, TFSA, FHSA, and non-registered planning
Retirement income design (RRIF, LIF, annuities)
Pension integration
Long-term tax-minimization strategies
Family wealth planning

Investment
Management

Professionally managed portfolios
Corporate & personal investment strategies
Risk-aligned asset allocation
Ongoing portfolio monitoring & adjustments

Insurance, Risk & Estate Strategies

Life, critical illness, disability protection
Corporate-owned insurance strategies
Estate creation & tax-efficient wealth transfer
Shareholder protection & key-person coverage
Multi-generational legacy planning

Our Philosophies

Transparency

You should always know why a strategy is recommended, how it works, and how it fits your broader plan.

Thoughtful Guidance

Instead of overwhelming you with information or pushing products, we focus on what truly matters: helping you weigh trade-offs, evaluate options, and make decisions that feel right for you.

Long-Term Partnerships

Your financial life evolves — and your strategy should evolve with it. We stay connected and proactive as things change.

Precision in Planning

Some strategies can be complex — and that’s okay. We take care to design, adjust, and implement solutions with accuracy and intention, ensuring every moving part works together toward your long-term goals.

Our Process: A clear, structured roadmap — so you always know what to expect.

Let’s Talk About You

Your life, your business, your goals. We start with what matters most—understanding where you are today and where you want to be. No assumptions, no one-size-fits-all plans.

Find The Gaps

What’s already in place? What’s missing? We analyze your current setup to see what’s working and what needs fine-tuning to get you to your goals.

Build the Right Strategy

If insurance or other financial products make sense, we’ll break down your options—straightforward, no pressure. The goal? A plan that fits your life, not the other way around.

Ongoing Guidance

As your business and life evolve, so does your plan. We review progress regularly and make proactive adjustments.

Let’s Build Your Future Together

Book a free call to explore your goals—no pressure, just a chat

Start the Conversation

25+ years helping business owners take control of their future through smarter financial decisions.

"We have received a variety of advice from planning to a successful sale of our Business and Real Estate. We've been following a plan and have enjoyed a comfortable retirement ever since."

P&T B, Specialized Industrial Technical Service

Oro-Medonte, ON ~ Clients for 20+ Years

Our Team

Simon has been a business owner for over 40 years. After a decade with a major insurance company, he co-founded Atlantis Financial with his partner, Allan. His expertise lies in integrating money management and tax planning with diversified investing across business, real estate, and financial markets. Beyond professional credentials, he values the wisdom gained from working with clients over the years.

With roots in agricultural sales, Simon went on to own an agricultural supply business and now operates a successful family organic farm, Cookstown Greens. While less involved in day-to-day financial planning, he remains active in strategy and estate planning, particularly for business and farm transitions.

An avid cyclist, Simon has logged over 75,000 km on rides across North America and Europe. He recently returned to golf and still enjoys walking the farm with his dog, taking in the land he’s helped cultivate.

Catriona helps families and business owners organize the many moving parts of their financial lives. She blends strategic insight with genuine understanding, ensuring plans stay clear, coordinated, and easy to maintain — providing stability and peace of mind for the years ahead.

Outside of work, she embraces an active and healthy lifestyle, staying busy with her kids, working out, and enjoying adventures with friends. She also finds joy in her family’s organic vegetable farm, where they walk the land and enjoy fresh, homegrown food.

Austin graduated from McMaster University in 2023 with a background in finance and economics. With over two years of hands-on experience in financial planning, insurance, and investments, he works closely with the team at Financial Entrepreneurs to help individuals, families, and business owners make informed financial decisions that create lasting impact.

Committed to ongoing education and staying ahead of industry trends, Austin continually enhances his expertise to better serve his clients.

Outside of work, he enjoys golfing in the summer, playing hockey in the winter, and staying active at the gym. He also values time spent with family and friends.

Empower Your Financial Future

What We Do