Leyland & Matters exists for one kind of client: the Canadian family whose estate is large enough, and complex enough, that the wrong plan costs millions. We protect legacies with the same care you invested in earning yours.
01 Why us
Our independent advice cuts through the marketplace. We begin with your needs and circumstances, not with a product list. The strategies we recommend are in your best interest, free of any external influence.
Every engagement starts with a deep dive into what you own, what you owe, and what you want your wealth to do. The instrument earns its place at the end, never the beginning.
We are Chartered Accountants by training, with a deep working knowledge of the Income Tax Act and how it will affect your family and your estate. We do not prepare tax returns or provide formal tax advice. We work alongside your practising accountant, so every solution is checked against your broader tax, wealth, and estate picture.
We have access to all major Canadian life insurance companies, so the recommendation fits you, not a sales target. Our Managing General Agency is TruStone Financial.
02 How we work with your advisors
Significant wealth generally comes with a strong advisory team: an accountant, a lawyer, a portfolio manager, a private banker. We do not replace them. We work collaboratively with your entire advisory team to make sure the plan put in place is a strong fit for your overall tax, wealth, and estate plan. If there is an expertise you need but do not currently have an advisor for, we can connect you with professionals we trust in our network.
That is also why CPAs, estate lawyers, and wealth managers refer their high-value clients to us. We work in confidence, beside the client's existing advisors, never around them.
03 The principals
Doug concluded that any firm which both manufactures investment products and sells investment advice is in a conflict of interest. So in 2000 he left and founded his own independent firms, yourCFO Advisory Group and yourCFO Insurance Solutions.
In 2013 he climbed Mount Kilimanjaro with his children. The guides kept saying pole pole. Slowly, slowly. He protects and grows wealth the same way.
Jordan is the Treasurer of Shifra Homes and a member of the Estate Planners’ Council of Halton. Clients get a tax mind, a steady manner, and answers in plain English.
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Meet the whole team
One conversation starts it. Confidential, and without obligation.