ONE TEAM.
ONE STRATEGY.
YOUR GOALS.
You’ve Built the Wealth.
Now It Needs to Be Structured, Protected, and Aligned.
Integrated wealth, tax, and estate planning for business owners and families with complex financial lives — who want clarity, confidence, and coordination, not fragmented advice.
ANR Wealth is built in direct partnership with ANR Accounting, ensuring tax, corporate, estate, and wealth decisions are made together — not in silos.
Book a private clarity call to see whether your planning is truly aligned.
If this sounds familiar, you’re in the right place…
You’ve accumulated meaningful wealth, but your planning feels disjointed.
You have accountants, advisors, insurance professionals, and lawyers — yet no single coordinated strategy.
You suspect there are tax or estate risks you don’t fully see yet.
You’re approaching a major transition: retirement, succession, a business sale, or intergenerational planning.
You want calm, competent guidance — not product pitches.
Who We Serve Best
ANR Wealth works best for clients who:
Have $3M–$5M+ in investable assets
Are business owners or real estate investors whose wealth has outgrown basic planning
Are within 5–15 years of retirement, succession, or a business exit
Want fewer advisors and clearer, better decisions
Care deeply about protecting their family and legacy
What We Help You Solve
“Are we paying more tax than we should?”
“Is our corporate and personal structure optimized?”
“How do we create reliable, tax-efficient income?”
“What happens to our wealth if something happens to us?”
“Will this be simple and secure for our spouse and children?”
Our work spans tax-efficient retirement planning, estate and legacy structuring, corporate coordination, insurance strategy, and investment oversight — always integrated, never siloed.
As Your Financial Life Gets More Complex, Your Plan Should Be Clearer.
As wealth grows, so does complexity: corporations, holding companies, real estate, investments, insurance, estate structures, and family dynamics.
ANR Wealth exists to bring order to that complexity — integrating strategy across your entire financial world so decisions are intentional, tax-efficient, and aligned with what matters most to you.
Why ANR Wealth Is Different
TAX
WEALTH
ESTATE
INSURANCE
CORPORATE PLANNING
Most advisory firms focus on one slice of your financial life.
ANR Wealth integrates tax, wealth, estate, insurance, and corporate planning into a single, coordinated strategy.
Your Advisory Team
Stacy Arseneault CFP CHS — Wealth Strategist
30+ years helping business owners and families navigate complex financial decisions with clarity and confidence.
Jason Rideout, CPA, TEP — Tax & Estate Planning Partner
Providing deep expertise in tax, corporate structuring, and estate planning through ANR Accounting.
Together, we offer a level of integration rarely available to Canadian families and business owners.
What Happens Next?
Your first conversation is private, confidential, and pressure-free.
We focus on understanding your situation, identifying gaps, and determining whether our integrated approach is the right fit.
Book a private clarity call and experience what it feels like when everything finally comes together.