# Approach Advisory

- **Website:** <https://approachadvisory.ca>
- **Primary alias:** `approachadvisory.ca`

## Description

Approach Advisory provides financial planning and wealth management for incorporated professionals and corporate owners, particularly those earning $200,000 to $1 million or more. Led by Fraser Orr-Brown, the firm helps clients coordinate business and personal finances, make informed decisions, reduce tax burdens, and build long-term wealth while balancing future security with enjoying life today. Its services include comprehensive wealth management, investment planning and oversight, retirement planning, and financial strategies tailored to clients’ goals and values. Approach Advisory also offers IPP and RCA pension planning to help business owners pursue tax efficiency and save for the future. Its Approach360™ service brings a broad range of financial decisions together in one relationship, covering financial visioning, business and account structures, compensation and tax strategy, risk and estate considerations, and lifestyle planning. The firm also addresses bookkeeping, accounting, and administrative needs for professional corporations. Clients can begin with a free consultation to explore whether working together is a good fit.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/approachadvisory)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id6LGjiP00/w/295/h/58/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790446130411)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id6LGjiP00/w/1080/h/1080/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1769636851588)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| White | #ffffff | light |
| Golden Dream | #ecc51e | accent |
| Cloud Burst | #272f5b | dark |

## Fonts

- Montserrat — asset _(google)_
- monospace — asset _(custom)_

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_Source: <https://brandfetch.com/approachadvisory.ca>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._