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Serving Canada's successful families and entrepreneurs

Our clients are Canadians who have achieved success, both in business and at home. Our role is to extend that success into your family's wealth plan, applying a proven process that protects your financial affairs while uncovering ways to make it grow effectively.

We understand that your family's well being is of utmost importance. Our team's knowledge and experience, coupled with the resources available to us through Richardson GMP, delivers you peace of mind, knowing your financial affairs are managed to the highest standards and tailored to your personal goals.

Click here to view The Ortencio Group's investment process.

To learn more about how we help Canadian families succeed please feel free to contact us. We're happy to share our experiences with you.

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What to Consider When Transitioning Your Cottage

Beneath the tranquil cottage atmosphere lurks an issue that many cottage owners know exists, but neglect to address: that is "How are we going to deal with the succession of the cottage?”
 

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17 December 2018
Is this a repeat of 1998?
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12 December 2018
Whatever you do, don't look now
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