Founded 2019 · Toronto, Ontario

Counsel for Families Who've Built Something Worth Protecting

Since 2019, we've guided multi-generational wealth across Canada and the United States with technical rigor and human clarity.

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240+ Families Advised

$420M+ Assets Under Guidance

6 yrs Avg. Client Relationship

30+ Years Combined Experience

Our Story

Built on Principles of Trust & Precision

Mastrovalis Consulting was founded by practitioners who spent years inside big advisory firms seeing the same pattern: families paid for complexity they didn't need and missed opportunities they couldn't see. We started this firm to reverse that. We believe families deserve advisors who audit first, sell second—if at all.

Today, we serve 240+ families and business owners across North America. We've guided business transitions, restructured trust portfolios to cut tax leakage, and helped multi-generational families build governance frameworks that actually work. Our clients aren't looking for the newest financial product. They're looking for clarity, strategy, and counsel they can trust.

2019 Year Founded

Toronto Headquartered

LLP Practice Structure

🏛️ 161 Bay St. Toronto, Ontario

Our Guiding Principles

What Drives Our Practice

Every engagement is grounded in these principles—non-negotiable commitments to our clients and the families they're building.

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Audit Before Action

We review your current situation ruthlessly. Only then do we recommend change. Every recommendation is documented with clear tax reasoning and projected outcomes.

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Technical Accuracy

Tax law, trust law, and estate planning require precision. We use advanced tax modeling, scenario planning, and quantified projections. We don't guess. We know.

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Language Without Jargon

Complex wealth strategy doesn't require complex language. We explain in terms you can act on—no black boxes, no hidden assumptions.

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Family-First Thinking

Your wealth exists to serve your family's future, values, and vision—not the reverse. We design structures that honor today's goals while preparing your legacy for tomorrow.

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Fiduciary Discipline

We maintain ethical guardrails, avoid aggressive tax positions, and build defensible strategies that withstand CRA scrutiny. Measured risk, not reckless optimization.

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Continuous Optimization

Quarterly reviews and annual strategy refreshes ensure your wealth plan adapts to changing tax laws, family situations, and business circumstances.

Leadership & Expertise

The Team Behind the Strategy

Our principals bring decades of specialized expertise in Canadian tax law, estate planning, and family wealth governance.

Nicholas Mastrovalis

Founding Principal, CPA, CA

20 years advising families on tax-efficient structures and estate planning. Previously led the high-net-worth practice at a top-five Canadian firm. Holds designations in family wealth planning and cross-border taxation.

Dr. Elena Rossi

Principal, Estate Planning & Family Office Strategy

15 years specializing in multi-generational wealth governance and family dynamics. PhD in organizational behaviour. Works closely with family offices across Canada and California on succession and decision-making frameworks.

James Chen

Senior Advisor, Tax Planning & Restructuring

12 years focused on tax-efficient entity design and business transition planning. CPA, CGA. Handles most of our cross-border clients and complex restructuring cases.

Client Voices

What Our Clients Say

Mastrovalis doesn't treat you like a transaction. They spent weeks understanding our family structure, our values, and what matters most to us before recommending a single change. That thoughtfulness is rare.

Patricia W.

Founder & Chair (Retired) — Oakland, CA

We had four different advisors before Mastrovalis. Each one recommended different strategies. This team actually coordinated everything and explained the tradeoffs. We finally understood what we were doing.

Thomas & Maria G.

Business Owners — Toronto, ON

Our Manifesto

What We Believe

We believe that wealth without strategy is just a collection of accounts.

That tax inefficiency is a choice—usually an uninformed one.

That your advisors should audit your current plans, not just manage them.

That families deserve governance structures that reduce conflict, not fuel it.

That clear communication beats clever complexity every time.

We exist to master wealth strategy for families and their advisors. To turn complexity into clarity. Assets into legacies.

This is our commitment. This is who we are.

Guiding Principles

01 Audit before action, always.
02 Technical precision as a foundation of trust.
03 Family values guide wealth structures—not the reverse.
04 Integrated advice over fragmented expertise.
05 Quarterly accountability, not annual surprises.

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Meet the Team

Schedule a confidential consultation to discuss your family's wealth strategy, goals, and current advisory gaps.

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Disclaimer: The information on this website is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Mastrovalis Consulting LLP is not authorised to provide financial advice. Always seek independent financial advice from a qualified professional before making any investment or financial decisions.