Is a targeted strategy right for you?

At Targeted, our mission is simple: to be the best available resource for business owners seeking to optimize their business and net worth.

Our high net worth entrepreneurial clients have unique planning needs: business succession planning, tax and estate planning, and charitable giving, to name but a few. Fortunately, Targeted is truly a bright light on the private business planning horizon with our unique approach to complex planning needs. Where others see problems, we're able to see smart solutions and turn our clients' toughest challenges into sound plans for the future.

Why are we different? Because we not only give our clients our brightest ideas, we also have the resources available to turn them into brilliant strategies that work to our clients' best advantage. With proprietary tools, extensive industry relationships, and a commitment to exceptional service, Targeted offers unrivalled planning solutions that maximize our clients' wealth.

Our close working relationship with major lenders gives us the flexibility to design our industry-leading concepts around the financial needs and business structures of our clients. To date, Targeted Strategies Limited has been instrumental in facilitating nearly $1,000,000,000 in credit to financially support the custom solutions developed for our clients.

Tell us what keeps you up at night. We have yet to meet a planning problem we didn't like... or couldn't solve. Let us shed some light on an innovative plan to suit your particular business needs. We promise you will find our ideas to be very...illuminating.

Innovative, proprietary planning tools to maximize
wealth.