Strategic Wealth and Estate Planning Solutions
M&D Succession delivers comprehensive financial strategies for business owners, affluent families, and individuals seeking precision, protection, and longevity in their financial decisions.
Our expertise spans tax and estate planning, insurance structuring, succession strategies, wealth management, and group advisory solutions. As an established firm with deep industry experience, we provide a sophisticated, multifamily-office approach supported by a vast network of strategic partners, specialists, and professional advisors.
Our seasoned financial planners tailor every solution, leveraging a broad advisory ecosystem that serves clients regionally and abroad.
Trusted Advisors for Complex Financial Needs
Our team brings together decades of collective experience and a shared commitment to excellence in financial planning. Each member is carefully selected for advanced credentials, ethical standards, and dedication to clients’ best interests.
We hold licences tailored for our region and are prepared to address complex cross-border needs with precision. Our approach is deeply relational, founded on the understanding that every client’s journey is unique.
We integrate innovative strategies across tax planning, estate optimization, insurance design, and holistic wealth management, ensuring personalized solutions that maximize after-tax wealth and support long-term financial goals.
We Shape Our Story With Innovation and Integrity
Since our inception, we have embraced a philosophy that blends traditional values with forward-thinking financial solutions. Thirteen years of industry experience have shaped our sophisticated approach, creating a luxury advisory environment rooted in deep expertise and proven outcomes.
We pride ourselves on our agility—responding to evolving client needs, regulatory changes, and market opportunities. Our professional estate planners and strategists have built a reputation for quality, discretion, and creative problem-solving.
Meet the Founder
Corey Thorn created M&D Succession, a multi-family office–style advisory firm dedicated to helping families protect, grow, and transfer wealth with intention.
Throughout his career, Corey has guided families and business owners through complex financial, retirement, and estate planning decisions—often in collaboration with leading tax and legal professionals. He has worked on advanced tax-reduction and estate-planning strategies for some of Canada’s most successful business families and has delivered educational seminars to more than 100 businesses and pension groups.
Holding both the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations, Corey is known for his strategic thinking, ability to connect people, and deep commitment to outcomes that extend beyond numbers—into family, legacy, and succession. For him, it’s about clarity, continuity, and keeping wealth in the family and charitable causes.
Away from work, Corey is a devoted husband, and father of two, an avid hockey player and golfer, and a coach for his kids’ teams. Family adventures, cottage time, and trips to Italy are where he recharges and finds perspective.
What Our Clients Say
Our Legacy of Excellence
We specialize in tailoring financial solutions for families and business owners, merging decades of expertise in tax, estate, and succession planning—explore our services.