Kalinka Group Private Wealth Management
At Kalinka Group, we act as your own personal CFO, orchestrating every element of your wealth with unmatched attention to detail. We don’t wait for challenges to arise—we anticipate them, creating dynamic financial solutions that evolve alongside your success. We also believe true financial success isn’t just about numbers—it’s about understanding your relationship with money and aligning your wealth with what truly matters to you. By investing in you, not just your portfolio, we build a bridge between financial strategy and the emotions that drive your decisions. This connection allows us to craft dynamic solutions that evolve with your life, ensuring your wealth supports your goals, values, and peace of mind.
Connect with Kalinka Group today for an elite, family office-style financial planning experience that’s built on both strategy and human connection—ensuring your wealth continues to grow, transition, and protect what matters most.
Who we help
Our expertise is designed for high-net-worth families, business owners, executives, and multi-generational wealth holders who require an elevated level of financial management. Whether you’re optimizing your business exit, structuring intergenerational wealth transfer, or navigating complex tax landscapes, we provide the high-level oversight and strategic planning you need.
A private family office experience—built around you
At Kalinka Group, we provide a high-net-worth private wealth management and family office financial planning experience, creating sophisticated financial solutions for those who require elite-level expertise. Financial success brings complexity. Managing investments, mitigating tax burdens, structuring wealth for future generations—these aren’t one-off tasks, they require continuous oversight. Our UHNW private family office services integrate tax structuring, estate planning, business succession, and risk management into a single, cohesive strategy tailored to your specific needs.
Retirement planning
We ensure high-net-worth individuals have a tax-efficient, adaptable retirement strategy that protects wealth while maintaining a predictable income. Our family office financial planning approach integrates tax-smart withdrawals, investment flexibility, and estate structuring, so you can retire with confidence and long-term security.
Our process
What our clients say
Jenny & David - Mike Understands People
Jenny & David, a doctor and lawyer, speak candidly about their positive, people focused experience with The Kalinka Group.
Ken & Barb - We Put All Our Trust In Mike
Ken and Barb tell us more about their 15 year relationship with Mike, at first as their financial planner and now as a friend.
Ken & Barb - Planning for the Future
Ken & Barb reminisce about how they met Mike and how he helped them feel secure about planning for their retirement.
" My wife and I have been IG clients for the past 12 years, and when our previous adviser retired, we had the opportunity to work with Mike Kalinka. Although he is somewhat (well OK – a lot) younger than us, he offered thoughtful and perceptive advice that has made many of our financial decisions easier with little regret. His team are always very accessible and approachable with a friendly smile to welcome you. The past five years has passed quickly, but we look forward to having a much longer relationship with Mike whose financial acumen has been most appreciated. Our retirement has been most successful with his assistance. "
Don & Joan T., Retired and Loving It!
" As someone who works in finance every day, planning for my own financial health and preparing for retirement always seems to take a back burner. This is where Mike has filled a crucial role as an informed and knowledgeable partner who is up to date with current legislation, investments and market conditions. Plus he is a really nice person to deal with. Mike has kept me on track and provides peace of mind. "
Donna P., Accountant.
" Mike originally got my attention with his explanation about minimizing my taxes once retired, which my financial advisor at the time had never mentioned. After a personal meeting with Mike it became very apparent that he has a thorough knowledge of investing and a practical outlook on life. He has been a wealth of information and a steady compass to successfully guide us through the past few years, and into the future. "
Steve E. - Sales Consultant
" We weren’t happy with the past three or four investment advisors. They never seemed to call until it was time to buy more RRSPs. Mike assured us and we put all of our trust in him. He is so easy to talk to, get along with, and he listens to us. Planning for the future was different with Mike. He was going to take us into retirement and the guidance has been great. We couldn’t have asked for a better financial advisor. When we have questions or are looking for feedback, he is always there. Mike is not just our investment advisor. He has become a friend. We’ve been in touch for 15 years with him. He's just a great all around guy―a family man―and when it comes to business, he’s the one we’re glad we’ve got to support us. He’s never let us down. We’re in retirement now and he’s telling us to spend our money! "
Ken & Barb S., Retired business owners (clients since 2007)
" Thanks once again Mike for making home visits and for always explaining complicated stuff in a very clear manner. Among so many other things over the years you have helped me deal with car financing, estate planning, and encouragement to enjoy my portfolio. I'm glad you have my back! "
Russell F., Retired
" Mike is not only smart and understands the market I like, but he's someone who actually works with us. It was really important for us to have someone who would stop and listen to us and understand what our goals are, where we’re looking to go, and be able to answer our questions prior to making big decisions. One of the big things about Mike I like is that regardless of what income bracket or what stage of life people are in, he understands people and takes time to get to know what is important to them. Mike also makes the time, and sometimes even chases us down to ensure that we have full reviews of our financial picture. "
Dave B. & Jenny R., Lawyer, Cardiologist
" As a physician moving to Canada in 2017, I was completely new to the Canadian financial system and found Mike’s expertise in investing invaluable. Not only have investments done well, but Mike has been there every step of the way for business advice and advice regarding family finances. He understands the importance of understanding clients’ lives and uses that understanding to tailor personal advice. He is also an amazing sounding board when it comes to business ideas. I am so glad he is on my team! "
Markus S., Cardiologist
" As a medical professional, I have found Mike’s knowledge and advice regarding personal and corporate investing, insurance coverage, and financial planning to be invaluable to my family. Mike is the centre point to our financial plan – someone we can trust to see the big picture and optimize our resources so they are working for us in the best possible way. "
Dr. Kirsten J., General Surgeon
Understanding your emotional relationship with money
Money isn’t just math—it’s memories, emotions, and experiences woven into every dollar. Maybe you grew up watching your parents clip coupons, or perhaps an unexpected windfall changed your life’s trajectory. Whatever your story, we know those experiences shape how you feel about wealth today—whether that’s anxiety, confidence, or even guilt. At Kalinka Group, we take time to understand that deeper connection, giving you the space to unpack what money really means to you. Because when your financial plan reflects not just your goals but your feelings, you’ll find decisions come with more clarity—and far less stress.