When Wealth Meets Wisdom, Legacy Thrives.

You are an entrepreneur, a professional or a business owner managing your family's wealth.

Navigating complex financial landscapes requires strategic decisions that shape your future for generations.

To succeed, you need a team of experts to guide you, mitigate risks, and help you seize the right opportunities.

Wealthstack Advisory is that team—supporting you every step of the way.

Wealth

Wealth is more than financial security - it's the foundation for opportunity, freedom, and a lasting legacy.

It includes tangible assets like cash, investments, real estate, and businesses, as well as intangible assets such as knowledge, relationships, and intellectual property.

True wealth extends beyond financial prosperity. It encompasses time, independence, good health, and the ability to create a meaningful future for generations to come.

At Wealthstack Advisory, our goal is to manage and protect your wealth with expertise and care, giving you the freedom to focus on what matters most.

Who we are

Wealthstack Advisory is an independent boutique firm providing bespoke financial guidance to individuals and families who require excellence, trust and confidentiality.

What we offer

We offer a personalized and holistic approach to managing wealth, free from institutional bias, helping successful individuals and families navigate complex financial landscapes with clarity, confidence, and control.

Our trusted advisory service connects you with expert advisors across multiple fields, ensuring a seamless and integrated wealth strategy.

How we do it

We simplify the process by serving as your central advisor - gaining a deep understanding of your needs and creating tailored solutions to help you achieve your goals.

Our team-based approach combines expertise in investment management, risk mitigation, financial and estate planning, and strategic advisory, ensuring your wealth is protected, optimized, and positioned for long-term success.

We create a working cadence that suits you—whether you need hands-on management or strategic oversight.

Exclusive Relationships

Unbiased Advice

Innovative Solutions

Meet our team

Wealthstack Advisory Team

Your team will consist of the following individuals.

Vincent Heys

CEO, Co-founder Wealthstack and Wealthstack Advisory

Contact Vincent

Vincent is an experienced Actuary with a career-spanning Canada, the UK, and South Africa. He has a passion for simplifying personal and business finances through a clear, trusted roadmap. He's dedicated to building long-term financial wellness-for himself and those he advises. Over the past 25 years, he's worked across the full spectrum of financial services, from Asset Management and Advisory Services to the rapidly evolving world of FinTech. His mission is to make financial clarity accessible, actionable, and sustainable.

Hein du Toit

Co-founder Wealthstack Advisory, British Columbia

Contact Hein

Hein's financial services career—spanning commercial banking and alternative investments—has taken him across Canada, Ireland, and South Africa. Known for building strong, trusted relationships, he's passionate about creating lasting value for stakeholders, guided by an approach rooted in simplicity, excellence, and trust. With strong agricultural roots, he has a deep appreciation for the outdoors and a lifelong love of sport—values that reflect his grounded, disciplined, and purpose-driven outlook.

Charl du Toit

Co-founder Wealthstack Advisory, Head of Accounting and Tax

Contact Charl

Charl is a Chartered Accountant (CA(SA), CPA(Canada)) with over 25 years experience in accounting, auditing, and financial management. Charl leads a successful South African accounting firm specializing in management accounting for medical professionals. Based in Ontario, Canada, he's also a business owner and investor with a strong interest in leveraging technology and AI to deliver simple, cost-effective financial solutions. Known for his client-first approach, he offers tailored, practical advice.

Our Services

Comprehensive Wealth Management Services

Wealthstack Advisory offers tailored financial solutions focusing on:

Asset & Investment Management

Unbiased, strategic investment guidance across stocks, bonds, real estate, and alternative investments.
Holistic approach integrating wealth management, due diligence, investment reporting and performance monitoring.
Personalized investment strategies aligned with your financial goals.

Risk Management

Customized insurance solutions for life, disability and critical illness protection.
Wealth preservation strategies to ensure financial security for future generations.

Compliance

Assistance with entity incorporation, annual returns and regulatory compliance.
Ensuring smooth and legal business operations in Canada.

Tax & Estate Planning

Structuring wills, trusts, and investments for tax efficiency.
Estate settlement services, including cross-border assets and tax clearances.

Financial Management

Outsourced CFO services for accounting and financial oversight.
Business improvement strategies, finance and capital allocation planning.

Trusted Advisory Services

Personalized financial counsel and oversight role, ensuring strategic alignment with your wealth objectives.
Manage relationships with your accountant, lawyer and bank.

Heritage

Seamlessly transition assets from South Africa to Canada.
Manage South African investments and policies while adapting to Canadian lifestyle.
Non-tax residency, forex, SARS tax filing.

Your Wealth, Our Expertise

At Wealthstack Advisory, we provide an independent, client-first approach to wealth management—ensuring your financial future is secure, optimized, and structured for long-term success.

Bespoke financial strategies tailored to you.
A dedicated team managing your wealth with expertise and care.
Confidence knowing your financial future is in trusted hands.

Get in touch today to explore how Wealthstack Advisory can optimize your wealth strategy.