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Wealth Optimization,
Tax Minimization

Tailored solutions to optimize and preserve your wealth.
About Us

Providing Exemplary Performance Over 30 Years

We are committed to providing the highest standards of ethics, knowledge, and outstanding client service.
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How We Help

Implementation of a customized Wealth Strategy

Optimize your wealth and protect your family’s financial future from erosive taxation with our proven tailored solutions. We structure flexible and effective wealth solutions tailored around individuals and their families. These are as efficient as they are secure and let clients enjoy the peace of mind of knowing their wealth will be protected and transferred as they wish.

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100% Tax Free Growth & Access Solutions

Our most sought-after client solutions achieve the following results

Create the least expensive means of funding estate liabilities to prevent forced sales of assets.

Create a secure, tax-free growth investment within a family’s asset allocation.

Establish a tax-free capital dividend to transfer maximum value from your corp to your heirs.

Safeguard family/business from sudden loss of a key person.

Fund specific inheritances for loved ones or charitable donations.

Optimize business value for succession planning while minimizing tax.
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Our Services

Inviting You To Experience Boutique Financial Planning

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Personal & Corporate Tax Exempt Strategies

Personal & Corporate Tax Exempt Strategies

Our personal and corporate solutions offer clients the ability to keep more cash in their pocket through features such as tax sheltered growth and tax free proceeds. It’s not how much you make, but what you keep that matters!
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Tax Efficient Wealth Accumulation

Tax Efficient Wealth Accumulation

Utilizing a variety of strategies, we are able to boost long term returns while reducing risk through tax efficient solutions.
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Estate and Legacy Planning

Estate and Legacy Planning

A key to effective wealth management is employing strategies designed to minimize estate taxes and maximize the amount of wealth that can be transferred. Our solutions help you grow and transition your wealth to the next generation and ensure your legacy is optimized and protected.
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Philanthropy & Strategic Charitable Giving

Philanthropy & Strategic Charitable Giving

We work with our clients to help create effective wealth transfers to charities they care about and help future generations. Philanthropy is a passion of our firm and we have many effective strategic charitable giving strategies to even reduce your tax bill while significantly enhancing your charitable donations.

Top 1% of all advisors in North America

Explore what sets us apart!
Who We Are

Experienced. Friendly. Professional.

Donsky & Donsky Wealth Management Inc. was founded to help HNW individuals, their families, successful entrepreneurs and incorporated professionals achieve optimal financial security. We are dedicated to provide our clients the solutions needed for the optimization and preservation of their legacy.  Our team delivers results by maximizing income and protecting assets through our tax effective and proprietary solutions, each tailored to clients’ specific needs and financial objectives.

As a results-driven organization, we are highly valued and trusted advisors, constantly working to provide tailored proven tax effective strategies to grow and secure your wealth while reducing risk.

We have made a commitment to excellence in everything we do. That’s why we aim to help you clarify and achieve your financial goals to live the life you desire!

We do it the right way

Estate Maximization with Liquidity for Business Owners!

Our personal and corporate solutions offer clients the ability to keep more cash in their pocket through tax-sheltered growth and tax-free proceeds. Please watch this short video on a highly effective strategy business owners use to minimize tax, tax shelter growth, access tax-free proceeds and maximize their estate.
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Who We Serve

Committed To Helping You Succeed

As a trusted advisory firm to some of the country’s most affluent families, private companies and family offices, we bring significant experience and integrated service capabilities to our clients. We deliver an extensive, professional network of advisors and resources, offering best in class solutions, knowledge and proven results, tailored to each clients unique and personal needs and circumstances.
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Individuals & Families

Grow & preserve your wealth

Business Owners & Incorporated Professionals

Tax deferred growth & tax free proceeds

Family Offices

Optimize your legacy & philanthropic goals

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Done Fast. Done Right!

We work Exclusively with Canada's Top Insurance Providers

Client’s Feedback

We serve our clients with the best of our capacity

The majority of our relationships are the result of referrals from our clients or other professional advisors. We consider these endorsements one of the most defining characteristics of our practice.

Jordan has provided me with a highly professional and personalized face to face right from our first meeting with my accountant. His recommendations have always been valued and appropriate, particularly when considered in the context of the turbulent investment markets. His solutions have put significantly more money from my corporate investments not only into my pocket tax effectively but helped create a fantastic tax efficient wealth transfer plan in place for my family for generations to come.
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Jack F.

Toronto, ON
The Donsky team have spent time with my wife and I discussing and advising us on longer term strategies to ensure a sensible approach to our retirement plans and corporate tax-exempt solutions that no accountant firm told us about, but quickly got on board after we all met. They are very approachable, listen to our requirements and respond quickly to any concerns or queries. We have trusted their advice for many years and would have no hesitation recommending them to other potential clients.
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Robert B.

Toronto, ON
The advice and strategy I have received from this firm has been outstanding! My finances would not be what they are today without his invaluable advice and guidance. I highly recommend them to anyone looking to boost long term returns with no risk to my capital and looking to leave more to your family through tax sheltered growth and tax efficient solutions.
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Shari N.

Barrie, ON
I have continued to Jordan personal, yet highly professional in his approach; very reassuring at all times. He delivers clear and comprehensive guidance on a wide range of complicated estate planning issues with the utmost integrity, and nothing is ever too much trouble for him. I would be very pleased to recommend the Donsky’s to anyone who is looking for an exceptional advisory team.
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David R.

Markham, ON
1 +
Years Proudly Serving Clients
1 %
Tax Free Growth & Access Solutions
1 %
Of New Clients Are Referrals
1 %
You Hate Tax!
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We're Passionate About Helping good people!

Our clients receive tailored professional advice from the very first stage.  Our team works tirelessly on your behalf to provide customized advice that empowers your financial well being now and into the future.  If you’d like to learn how we can help you create, grow, and preserve your wealth, contact us today to schedule a call or an appointment. We appreciate your time and look forward to connecting with you.

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