What's included

60-Minute Advisory Session

We cover your full balance sheet situation in one session. By the end, you'll have a clear allocation target, a tax-efficient account structure, and a step-by-step implementation plan you can act on the same day.

  • 📊
    Portfolio Allocation Review We review your current cash holdings, existing investments, and entity structure to determine the right Bitcoin allocation percentage for your situation.
  • 🏛️
    CCPC / TFSA Strategy Whether you're running a professional corporation or maximizing your TFSA room, we map out the most tax-efficient structure for your Bitcoin position.
  • 📋
    T1135 Compliance Check Foreign property reporting requirements for Bitcoin holdings over $100K CAD — we walk through what you need to file and how to stay compliant with CRA.
  • 🔑
    Recommended Exchange Setup Wealthsimple, Bitbuy, Bull Bitcoin — we tell you exactly which platform and account type to use based on your entity, and how to open it in under an hour.
Who it's for

Canadian Entities Ready to Act

Individual investors
Families (TFSA optimization)
Small business owners
Professional corporations
Corporate treasurers
Condo / reserve funds
Our approach

Canadian-Focused. Privacy-First.

Built exclusively for Canadian individuals, families, and corporations — not generic crypto advice
CIRO-aware: we understand the regulatory landscape for Canadian advisors and investors
Privacy-first: no data sharing, no upsells, no pressure tactics
Strategy-led: allocation targets backed by your actual numbers, not market hype
Session summary provided after the call — a written record of your strategy
Initial Consultation
$497
CAD · One-time · No subscription
⏱ 60-minute video or phone session · Scheduled within 48 hours
Portfolio allocation review
CCPC / TFSA strategy
T1135 compliance check
Recommended exchange setup
Written session summary
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