Wealth and tax
Planned together

Clear strategies that protect what you’ve built and grow what’s next.

An arbutus tree arcing over a coastal path
An arbutus tree arcing over a coastal path
An arbutus tree arcing over a coastal path

Arbutus Wealth delivers integrated wealth management for business owners, incorporated professionals, and families. Guided by a value discipline—own exceptional businesses and hold them.

Our practice coordinates planning with tax execution through Arbutus CPA to protect downside, compound capital, and keep priorities clear.

Arbutus Wealth delivers integrated wealth management for business owners, incorporated professionals, and families. Guided by a value discipline—own exceptional businesses and hold them.

Our practice coordinates planning with tax execution through Arbutus CPA to protect downside, compound capital, and keep priorities clear.

How we help

One plan,
fully integrated

A couple talking at a desk in a bright office
A couple reviewing document on a sofa in a coastal home
a man reviewing content on a laptop with a smile on his face
A retired couple on a yacht

How we help

One plan,
fully integrated

A couple talking at a desk in a bright office
A couple reviewing document on a sofa in a coastal home
a man reviewing content on a laptop with a smile on his face
A retired couple on a yacht

How we help

One plan,
fully integrated

Security

Security

Security

Protection you can count on

Registration and oversight

Arbutus Wealth provides securities services through Designed Securities Ltd., a member of the Canadian Investment Regulatory Organization (CIRO).

Registration and oversight

Arbutus Wealth provides securities services through Designed Securities Ltd., a member of the Canadian Investment Regulatory Organization (CIRO).

Registration and oversight

Arbutus Wealth provides securities services through Designed Securities Ltd., a member of the Canadian Investment Regulatory Organization (CIRO).

Custody and carrying broker

Client accounts are carried and custodied by Aviso Correspondent Partners, a division of Aviso Financial Inc. (part of Aviso Wealth).

Custody and carrying broker

Client accounts are carried and custodied by Aviso Correspondent Partners, a division of Aviso Financial Inc. (part of Aviso Wealth).

Custody and carrying broker

Client accounts are carried and custodied by Aviso Correspondent Partners, a division of Aviso Financial Inc. (part of Aviso Wealth).

Tranquil bay on the BC Coast
Tranquil bay on the BC Coast

Investor protection

Accounts are in your name with Canadian Investor Protection Fund (CIPF) protection, within prescribed limits, in the event of a dealer insolvency. CIPF does not cover market losses.

Investor protection

Accounts are in your name with Canadian Investor Protection Fund (CIPF) protection, within prescribed limits, in the event of a dealer insolvency. CIPF does not cover market losses.

Investor protection

Accounts are in your name with Canadian Investor Protection Fund (CIPF) protection, within prescribed limits, in the event of a dealer insolvency. CIPF does not cover market losses.

Full transferability

Your accounts can be transferred to another institution at any time, subject to standard processing timelines and fees.

Full transferability

Your accounts can be transferred to another institution at any time, subject to standard processing timelines and fees.

Full transferability

Your accounts can be transferred to another institution at any time, subject to standard processing timelines and fees.

Our Expertise

Our Expertise

Our Expertise

With over 30 years across market cycles, Arbutus Wealth blends investment discipline with tax strategy to protect downside, compound capital, and keep your plan on track.

Led by Jonathan Ronkai, CA, CPA, CFP and Investment Advisor, our practice is independent and client-first — no banks, no quotas, no proprietary products.

With over 30 years across market cycles, Arbutus Wealth blends investment discipline with tax strategy to protect downside, compound capital, and keep your plan on track.

Led by Jonathan Ronkai, CA, CPA, CFP and Investment Advisor, our practice is independent and client-first — no banks, no quotas, no proprietary products.

We work best with

We work best with

We work best with

Business Owners & Families

Wanting investments and taxes coordinated under one roof.

Business Owners & Families

Wanting investments and taxes coordinated under one roof.

Business Owners & Families

Wanting investments and taxes coordinated under one roof.

Independent Clients

Those who value clear, unconflicted advice without bank quotas or proprietary products.

Independent Clients

Those who value clear, unconflicted advice without bank quotas or proprietary products.

Independent Clients

Those who value clear, unconflicted advice without bank quotas or proprietary products.

Disciplined Investors

Focusing on ownership and compounding over speculation.

Disciplined Investors

Focusing on ownership and compounding over speculation.

Disciplined Investors

Focusing on ownership and compounding over speculation.

A business meeting in a high end office
A business meeting in a high end office

What You Can Expect

When investments and taxes work together, the outcomes are clearer, steadier, and built to last.

One plan, fully implemented

Investment and tax decisions working in sync.

One plan, fully implemented

Investment and tax decisions working in sync.

One plan, fully implemented

Investment and tax decisions working in sync.

Advisor and accountant in one

Year-round planning, not last-minute patchwork.

Advisor and accountant in one

Year-round planning, not last-minute patchwork.

Advisor and accountant in one

Year-round planning, not last-minute patchwork.

Clarity at every stage

Clear reporting and timely decisions that keep your priorities on track.

Clarity at every stage

Clear reporting and timely decisions that keep your priorities on track.

Clarity at every stage

Clear reporting and timely decisions that keep your priorities on track.

Unconflicted Guidance

No sales quotas. No proprietary products. Just advice aligned with your goals.

Unconflicted Guidance

No sales quotas. No proprietary products. Just advice aligned with your goals.

Unconflicted Guidance

No sales quotas. No proprietary products. Just advice aligned with your goals.

Create your plan

Get in touch and book your free consultation today

Get in touch

Get in touch

Get in touch