Fundamental to Seven Hills approach is our core belief that Wealth is more than just what you have, it’s how you live.

For that reason, we take a values-based approach to wealth and financial planning that is rooted in each of our clients’ vision of wealth. A bespoke approach that brings a longevity lens to wealth and estate planning.

Our team brings an integrated approach in identifying and connecting the issues and solutions and working with our clients’ team of advisors
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Retirement, Estate & Tax Planning

We offer a comprehensive suite of wealth planning services, customizing strategies to enhance your financial security and confidence.
01

Philanthropic Strategy & Legacy Planning

Specialized guidance in crafting and implementing plans to help you establish a lasting legacy for future generations.
02

Business Advisory Services

Our team specializes in business and family enterprise advisory services, offering governance, transition and succession planning - ensuring legacies thrive and values endure for generations.
03

Insurance

We offer personalized planning that focuses on holistic risk management and prioritizes your well-being, longevity and creating sustainable wealth.
04

Our Team

Our Estate and Financial planning team brings together deep market experience, disciplined thinking, and a shared commitment to protecting and growing our clients’ wealth.

Caroline Dabu

Managing Director, Head of Wealth and Estate Advisory Services
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Allan Ritchie

Will & Estate Planning
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Mike Zhang

Personal & Business Tax Planning
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Daniel Clarke

Life Insurance Advisor
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Holistic Approach

Our management approach looks at wealth beyond the numbers. Transparent and fair fee structure.

The Difference is in the Details

What sets us apart isn’t just our performance - it’s our philosophy. We combine long-term thinking, transparent alignment, and values-driven service to help clients build wealth that lasts through generations.

Values-Based Firm

We’re guided by our seven core values, ensuring integrity, trust and a commitment to long-term client success.

Independence

As a privately-owned, fee-based firm, our interest are strategically aligned 100% with those of our client's.

Personalized Experience

We get to know our clients at a deeper level and provide a higher level of service than traditional wealth managers.

Partnership Model

Our partnership model brings forward the best experts – we bring the experts from our extensive network to our clients in all areas of wealth.

Join Us on the Path to True Wealth

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See How Else We Can Support Your Wealth Journey

We offer a full suite of advisory services spanning investment management, estate and tax planning, private banking solutions, and access to a trusted Longevity Network - all personalized to your goals, values, and stage of life.

Investment
Management

  • Discretionary Management
  • Multi-Currency Portfolios
  • Portfolio Analysis
  • Risk Management

Longevity
Management

  • Preventative Health Referrals
  • Access to Life and Wellness Coaches
  • Preferred Nutritional and Fitness Consultants
  • Life Transition Coaching
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Insights and Perspectives on Markets, Wealth, and Life

Explore our latest commentary, research, and reflections - designed to inform, challenge, and empower long-term decision-making.
Featured

What Our Industry Doesn’t Want You To Know

The investment industry thrives on complexity. Every year, new funds and flashy strategies are rolled out, often accompanied by compelling stories, slick branding, and the promise of superior returns.
August 19, 2025
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Articles

Living Well, Investing Wisely: A Conversation with Dr. Sapna Sriram, DC, MBA, Founder & CEO of Integra Health

For high performing individuals, financial planning is often rigorous and sophisticated – yet few apply the same intentionality to their health. As longevity becomes both a personal and economic proposition, the integration of health and wealth is no longer optional, it’s essential.
July 15, 2025
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Articles

The SHIFT Longevity Management Approach: Redefining Wealth and your Personal Balance Sheet

At Seven Hills, we believe that true wealth goes far beyond financial prosperity - encompassing vibrant social connections, robust health, lifelong learning, and the freedom to spend your time as you choose. That’s why our SHIFT Longevity Management approach is designed to empower you to thrive in every area that truly matters.
June 19, 2025
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Articles

Protecting Your Legacy: Estate Planning Strategies

Planning ahead can often be the best mitigant for risk. We recently sat down with our partner, Daniel Clarke from Kingsmere Financial to discuss estate planning strategies. With over a decade of experience as a business owner, Daniel specializes in helping entrepreneurs and family-owned businesses map out their financial futures while protecting their legacies.
November 12, 2024
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Articles

The Most Important Investment of all: Your Health

We often assume we’re in good health and only think about our well-being when we get sick or face a medical diagnosis. Many of us feel invincible, and in fact, studies show that over 60% of adults perceive themselves as being younger than their actual age - often by more than a decade.
October 22, 2024
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