In life, some things are simply black & white.
We know with money & people that just isn’t the case. We can help.
We are Canada’s private family wealth firm.
We focus on 3 areas of family wealth
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1. PANGEA Wealth Creation
Whether you have $10 million, $100 million or you’re working on your first million, one thing is certain - you’ll want to make more. Let’s talk about your target net worth number.
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2. PANGEA Wealth Preservation
You can't get the time back. It took you years and a lot of hard work to build your fortune. The last thing you want to do is risk losing it. Let's talk about keeping it in the family for generations.
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3. PANGEA Wealth Direction
Who gets what, when you're gone? You can't take it with you (although some clients do try). You'll likely have to give it away. Let's talk so you can leave a legacy of generosity and peace.
Our PANGEA clients energize and inspire us, allowing us to do our best work for them.
What PANGEA clients say
“Good morning, Declan! Last night’s session was eye opening and meaningful! I am so excited about this process! Thank you again for all you do! I’m aware that you haven’t even scratched the surface in your abilities…but WOW. I’m already blown away and so curious of how this process play’s out. You are unique, and have a gift. Thank you for choosing to partner with us.”
- Melanie F.
Our PANGEA family circle of wealth
Our 5 phase Family Circle of Wealth process illustrates how we do what we do. It’s our proprietary PANGEA secret sauce. Shhh…don’t tell anyone.
PANGEA Talks Podcast
PANGEA Talks are thought leadership conversations with some of the world’s leading experts in family wealth matters. Our CEO Series is dedicated to interviews with CEOs of select Canadian companies that are making a positive global impact. Disclaimer: PANGEA Talks are for information and education purposes only and not to be considered investment advice.
Recent PANGEA publications
Client education is a core pillar of our service offering. We regularly publish thought leadership reports and perspective papers, quoting research and data from the most reputable institutions around the world. Disclaimer: PANGEA publications are for information and education purposes only and not to be considered investment advice.
Professional designations & accreditations
We understand that you have access to a universe of financial information at your fingertips.
You don’t need us for more information. However, too many options sometimes causes confusion.
At PANGEA, we can help provide clarity.
Be the change
We live the change we wish to see in the world. We actively support the following 3 social impact organizations that are changing our world for the better.
Vrais Héros
Vrais Héros launched in May 2020 in response to the COVID-19 pandemic. Our purpose is to mindfully support frontline nurses who are fighting COVID-19.
The way we see it, these nurses are the Real Heroes - les Vrais Héros!
Tenfed
Tenfed launched in August 2015 with a mission to help feed as many hungry children as possible. So far to date, we've been able to help provide over 268,000 meals to hungry children around the world, including locally here in Canada.
COVID-19 Update: For every item sold in 2020, all of our meals will be donated to Canadians in need.
Million Peacemakers
Million Peacemakers is a community of professionals, coaches, activists, scholars, and students co-creating a culture of peace around the world.
Since launching just 5 years ago, over 225,000 people across 23 countries have been trained in Nonflict - the art of everyday peacemaking.
Shoot your shot
Ask us any 3 questions about intergenerational family wealth.
