bright ideas?

we've got a million of them.

At Targeted, we are idea specialists and advisors to some of the most successful private business owners in Canada.


Tough Challenges. Smart Solutions.

Our proven, innovative and proprietary planning solutions are the pinnacle of the industry. We help our clients, in conjunction with their other professional advisors, handle the financial challenges of succession and estate planning strategies to keep their businesses strong for the future. With decades of industry experience and the backing of the best legal, accounting and actuarial minds anywhere in the country, Targeted is shedding new light on planning alternatives for wealthy business owners.