Wealth & Health
Founders Family
Maximize your time, secure your legacy.
We bridge the gap between business strategy and personal well-being for the modern founder.
One partner for your entire family enterprise.
Services
Residential Mortgages & Commercial Lending Services
Professional Legal Services
Tax & Wealth Planning
Life and business, finally in sync.
Life and business, finally in sync.
Reclaim Your Time. Start Your Integration.
You’ve built the enterprise; now let us build the infrastructure that protects it.
Managing separate advisors for law, tax, and health isn't just exhausting, it’s inefficient. We don't just "consult", we integrate. Our onboarding is designed to be high-impact and low-friction, moving you from fragmented chaos to a streamlined family office
faster than you thought possible.
“
Build your empire without sacrificing your equilibrium.
-Steven J. Morrison | Founder
Meet the Team
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Steven Morrison
FOUNDER, CEO, LAWYER & VISIONARY
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Jaeger Johnson
FOUNDER & VP BUSINESS DEVELOPMENT
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Andrew Macrae
SENIOR MORTGAGE CONSULTANT
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Tarryn Johnson
MARKETING DIRECTOR
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Abdul Raja
SENIOR EXECUTIVE ASSISTANT
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Saad Ali
SENIOR EXECUTIVE ASSISTANT
Kelowna, B.C.
Canada
