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We help business owners and professionals find
clarity in their personal and professional affairs
can help you.
With Inner Orbis, we provide you with all the benefits of a ‘family office’, without the high-cost commitment. For individuals with a net worth of $1M-$20M, you likely still require the same level of comprehensive and integrated focus to properly manage your affairs. But instead, many individuals are left to procure a patchwork of accounting, tax, legal and estate planning services from service providers who rarely meet face to face. This creates silos. Crucial details are missed.
Inner Orbis is your central facilitator who removes these silos.
Pain Points we solve
Our clients, perhaps like yourself, are usually very successful business people who may find themselves in the following circumstance:
- Exposure to over-taxation.
- Un-optimized insurance policies.
- Neglect of critical but possibly divisive family dynamics.
We are a company with over 36 years of experience. A company that is dedicated, that takes every opportunity to get to know its clients on a personal level, develops long-lasting relationships in order to deliver professional advice and service. Our team is specialized in tailoring services to meet your needs by researching and keeping up to date on legislation and current market trends
B.A., TEP®, CLU®, CHS®, RCIS®
I moved from Croatia with my parents. After only two years in Canada, we were in a car accident and I was orphaned. Upon graduating from University of Ottawa, I was drafted to play in the Canadian Football League. Coaching university football and various community sports has been a passion of mine for over fifteen years.
We assist people in areas of estate planning, business planning and integrated insurance planning. We find common problems that business owners and professionals face that we address.
We have uncovered millions of dollars of undue tax liabilities, as a result of poor business structure and sub-optimal estate planning.Unfortunately, business decisions are often made one at a time rather than gaining vital input from all the professionals seated at the same table with clients.We bring clients existing advisors and invite specialists when required to work with us collaboratively.
David Mason, a 𝐬𝐞𝐧𝐢𝐨𝐫 𝐭𝐚𝐱 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭, shared: “𝑰 𝒉𝒂𝒗𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝑴𝒊𝒍𝒂𝒏 𝒇𝒐𝒓 𝒂 𝒏𝒖𝒎𝒃𝒆𝒓 𝒐𝒇 𝒚𝒆𝒂𝒓𝒔. 𝑯𝒆 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒔 𝒕𝒉𝒆 𝒊𝒔𝒔𝒖𝒆𝒔 𝒇𝒂𝒄𝒊𝒏𝒈 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒐𝒘𝒏𝒆𝒓𝒔 𝒂𝒏𝒅 𝒅𝒆𝒗𝒆𝒍𝒐𝒑𝒔 𝒄𝒓𝒆𝒂𝒕𝒊𝒗𝒆 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔 𝒕𝒐 𝒉𝒆𝒍𝒑 𝒕𝒉𝒆𝒎. 𝑴𝒊𝒍𝒂𝒏 𝒘𝒐𝒓𝒌𝒔 𝒄𝒍𝒐𝒔𝒆𝒍𝒚 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒄𝒍𝒊𝒆𝒏𝒕’𝒔 𝒐𝒕𝒉𝒆𝒓 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍 𝒂𝒅𝒗𝒊𝒔𝒐𝒓𝒔 𝒂𝒏𝒅 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒔 𝒕𝒉𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒄𝒐𝒏𝒔𝒊𝒅𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔 𝒂𝒓𝒐𝒖𝒏𝒅 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒊𝒐𝒏, 𝒕𝒂𝒙 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈, 𝒆𝒔𝒕𝒂𝒕𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒂𝒏𝒅 𝒊𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆.”
With our patented process, ”TK Insurance Audit”, clients have saved hundreds of thousands of dollars in yearly premiums. We saved them from paying unnecessary taxes. We work with leading insurance companies as well their most senior underwriters to get our clients the very best offer for their desired coverage.
We consistently identify the finest options for our clients in estate planning, business planning and integrated insurance planning:
➡️ Advising families across generations is what we specialize in.
➡️ We help our clients eliminate tax, build wealth and leave a legacy.
➡️ Our clients work with skilled professionals from their team and other specialists we bring to joint meetings who will assist them to navigate through a variety of planning strategies with optimal and time tested results.
➡️ Our insurance audits have provided clients with tax savings, premium savings, identified what is currently in place and provided better alternatives.
My calling is to give you clarity and then go accomplish.
In the initial interview, we get to know each other and determine if a fit exists. Once we identify a fit, we will create a game plan for you.
We begin the process by gathering the information about the business structure, the business will, personal will, shareholder agreements, power of attorney, existing insurance contracts, financing opportunities and planning exit strategies if desired.
After the information is thoroughly analyzed and your objectives are understood, we bring your existing professionals into joint meetings. When additional skill sets are required, we source specialists from our extensive network to add value in the planning process.
The next step is the implementation phase of our detailed plan. We meet with you on an annual basis, at minimum, to ensure any changes in your situation are accounted for and no critical details are missed.
At the beginning of the insurance audit process, Inner Orbis gains a clear understanding of your business objectives and your needs based on your existing plan or lack thereof.
We secure all your contracts, carefully examine all the provisions of your insurance coverages and develop strategic recommendations to ensure you’re gaining maximum advantage and savings from your existing plan.
We then work with your team of advisors to implement the recommendations. As needed, we draw on our network to select qualified professionals to add value to the implementation process.
The goal of our family office services is to work with expert advisors to implement your custom-tailored strategic plan to help you achieve your objectives whether it be to implement governance, execute a merger or acquisition, prepare for an exit strategy, facilitate financing growth or coaching.
Inner Orbis works closely with your existing team of advisors and sources qualified professionals from our extensive network with niche expertise to drive the planning process forward to reach your stated objectives.
Milan Topolovec has been featured in
Greely Sand and Gravel
After performing an Insurance Audit for Brent, and building a more personal relationship, through Inner Orbis, Milan was able to provide aid on several strategic value points.
The result of the insurance audit was able to both provide Brent both with added protection, as well as $100,000 in annual premium savings.
In addition, Milan was able to bring specialized partners to the table to who helped Brent with tax planning, accounting, and investment advising.
Barrington Wealth Partner
and TK Financial
Through his insurance company, Milan is a part of one of the largest independently operation MGA groups in Canada.
This has given Milan access to a wealth of knowledge and insight from some of the most forward-thinking and respected minds in the financial industry in Canada.
Additionally, it provides Milan and Inner Orbis with more flexibility in servicing his client’s specific needs.
Promo Media Inc.
After providing Dan with the TK Insurance Audit, Dan and his business partner Martin inquired about Estate Planning.
Through Inner Orbis, Milan was able to build a multidisciplinary team to specialize in various aspect of their business and personal estates.
Of one of the notable and consequently profitable outcomes of the process were the critical changes made to both their US based franchises and Canadian based franchises.
Milan is a published
In the early years of Milan’s career and throughout the development of his first business venture, Milan didn’t have a strong network of people he could rely on as he does now. Milan built his network from the ground up and learned the skills necessary to build a solid network of people he could trust.
This book takes you Beyond The Tipping Point, by not only showing you how to build relationships, but how you can make them work to the mutual benefit of all stakeholders – including yourself.
Let’s explore your needs
Suite 402-1900 City Park Drive,
Ottawa, Ontario K1J 1G7