About 33seven

33seven is a wealth creation boutique that specializes in insurance solutions to actively propel and preserve your family’s wealth. Our bespoke, balanced approach and proprietary Financial Sequencing Solution™ allows you to build your family’s future wealth without affecting your current lifestyle so you can actualize a prosperous future for generations.

With access to industry-leading private wealth managers and financial services companies, we chart a personalized wealth creation course that will transform your family’s current wealth into its legacy.

 
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RISK
MITIGATION

Life Insurance
Critical Illness Insurance
Disability Insurance

ASSET
CREATION

Private Equity
Private Placements
Private Real Estate

SUCCESSION &
ESTATE PLANNING

Holistic Financial Planning
Education Trusts
Corporate Asset Structuring

 

the 33seven process

starts with you

Determining your unique needs and understanding how you work, think and live is the very backbone of our process.

Aligning you with a team of experts that are best suited to your goals provides you with premier financial guidance.

Assessing your financial goals with our 7-point diagnostic survey—the most thorough financial assessment in the industry—confirms that the solutions we provide are tailored specifically to your family’s needs.

Understanding your long-term objectives to develop sustainable wealth and asset management solutions that divides your active income into three asset allocation streams. This customized plan balances your risk, tax and liquidity while maximizing your return.

 
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ASSURED ASSETS

Calculated results

The Assured Assets allocation stream, comprised of Life Insurance and Executive Health Savings Plans (EHSPs), is incredibly tax efficient and designed to strip corporate retained earnings – thereby mitigating risk and reducing volatility, while ensuring a smooth, consistent return.

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Active Income: 33%
Average Return: 7%
Volatility: 1.1%

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MANAGED ASSETS

Stability where it counts

The Managed Assets allocation stream, comprised of a diversified range of managed funds, offers liquidity while minimizing tax and risk. Whereas market gyrations dictate an average volatility rate of over 15%, our Financial Sequencing Solution™ reduces volatility to a mere 1.3%.

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Active Income: 33%
Average Return: 7%
Volatility: 1.3%

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PROPERTY ASSETS

Strength in balance

The Property Assets allocation stream incorporates your real estate holdings and more to play a vital role in your family’s long-term financial plan. We look at the bigger picture and devise a plan that keeps your risk and tax low while steadily growing your wealth.

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Active Income: 33%
Average Return: 7%
Volatility: 1.2%


 

Through constant stewardship, we continue to guide you as your family’s needs evolve.

 
 

OUR CLIENTS

 

ENTREPRENEURS & BUSINESS OWNERS:

Grow your business by connecting to our network
Create your succession plan
Mitigate your family’s risk through our insurance solutions

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DOCTORS, DENTISTS & Lawyers :

Gain portfolio management insight specific for professional corporations
Mitigate the tax for your professional corporation
Grow your assets with plans tailored for professional corporations

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YOUNG PROFESSIONALS:

Mitigate your risk with sustainable wealth and asset management solutions
Create a plan to protect your family
Grow your wealth into a legacy for future generations

 

ACTUALIZE YOUR 33SEVEN LIFE

WE ALIGN OURSELVES WITH STRATEGIC PARTNERS KNOWN AS THE PROGRESSIVE, BIG-THINKERS IN THEIR RESPECTIVE INDUSTRIES.

As part of our commitment to continuous growth, our exclusive series of events focuses on connecting like-minded individuals to nurture and grow an ecosystem of thought leadership so that, together, we can grow to new heights. As a thought-leader, you’re helping to foster and nurture your family’s own prosperous future. We have developed outstanding relationships with some of the best lifestyle management and hospitality services in the country, which means when it comes to your next big event idea, you can leave all of your planning needs to us.

 

WHERE WILL YOUR
WEALTH TAKE YOU?

 
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