What 33Seven does

33seven is a Canadian private wealth advisory boutique headquartered in Guelph, Ontario, that specializes in succession, transition, and legacy planning for Canadian farm families and first-generation affluent families, entrepreneurs, investors, and business owners. The firm operates a modern family office model that coordinates strategy across tax planning, wealth preservation, real estate, insurance, succession planning, and business growth, with the explicit goal of moving clients beyond fragmented financial advice toward a single integrated wealth strategy.

The firm's core product is the Blue Sky Continuity Plan, a structured 7-step planning framework delivered through one-hour sessions over five days, supplemented by specialized solutions including The Tax-Free Zone (an estate equalization tool using permanent tax-exempt life insurance), Estate Freezes, Family Trusts, Business/Farm Evaluations, and the Farm Liquidity Solution suite. No proprietary technology platform or software product is referenced; the offering is methodology-driven rather than technology-driven. A strategic partnership announced in November 2025 with Hub International Limited extends the firm's capabilities into life insurance and property/casualty insurance planning.

33seven generates revenue through fee-based professional services, intentionally limiting onboarding to approximately 10 families per year and completing 10-12 farm transitions annually. Go-to-market is high-touch and relationship-driven, combining direct advisory consultations with a community-led content strategy centered on the Continuity Conversations educational series, podcast appearances, and national media coverage. The firm is founder-led by Derryn Shrosbree, supported by Partner Martin Hutnik and Chief Operating Officer Jenna Paolini, with a team of fewer than 10 employees.

Name

33Seven

Website

https://33seven.ca

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

33seven is a Canadian wealth advisory boutique providing succession, transition, and legacy planning services primarily to Canadian farm families and first-generation affluent families, delivered through a structured 5-day planning framework and a coordinated family office approach.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Advisory and Planning Services: Fee-based advisory services for succession planning, transition planning, and legacy planning for farm families and affluent individuals. Services include tax planning, wealth preservation, estate planning, and business growth coordination through a structured planning process.

Go-to-market motion3 records

Distribution channels2 records

Marketing channels6 records

Core offering

33seven is a Canadian wealth advisory firm that provides succession and continuity planning services to farm families and affluent individuals. The firm guides clients through ownership transitions, wealth transfer, and long-term family business continuity strategies, with a particular focus on agricultural and family-owned enterprises in Ontario.

Product overview

33seven is a Canadian advisory firm providing integrated succession, transition, and legacy planning services exclusively for farm families. Their core offering is the Blue Sky Continuity Plan, a structured 7-step planning framework delivered through one-hour sessions over 5 days. This framework is supported by specialized solutions including The Tax-Free Zone (an estate equalization tool using life insurance) and the Farm Liquidity Solution (a comprehensive suite combining Business/Farm Evaluations, Estate Freezes, and Family Trusts). The company completes approximately one farm transition per month and limits onboarding to 10 families annually. A strategic collaboration with Hub International Limited extends their capabilities into life insurance planning. Their approach emphasizes eliminating invoice fatigue from multiple professional advisors by serving as a coordinated one-stop planning shop for continuity, tax optimization, and intergenerational wealth transfer.

Differentiator

Problem solved

Functional benefit

Products and services

• Succession Planning Services Advisory services guiding farm families and affluent individuals through ownership transitions and intergenerational transfer of agricultural and family-owned enterprises.
• Continuity Planning Services Continuity planning advisory helping affluent individuals and families structure long-term wealth preservation, estate transfer, and family legacy strategies.

Quantifiable outcome

• 150+ successful farm transitions completed
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Hub International Limited (HUB)coreStrategic or Co-development Partner · 3 November 2025Strategic collaboration providing Canadian farm families with tools for succession, transition, and life insurance planning. The partnership combines 33seven's farm succession expertise with HUB's property and casualty insurance services to create an integrated approach to protecting farm wealth. HUB recognized the need to strengthen support for the agricultural sector and worked with 33seven to bring comprehensive continuity solutions to Canadian farmers. Founder Derryn Shrosbree describes this as bringing together the two halves of his own life: finance and agriculture.

Scale indicators7 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Manulife: Manulife is a major Canadian insurance and wealth management firm offering life insurance, investments, and retirement/estate planning. Adjacent and partly competitive with 33seven's insurance-led wealth advisory model.
• IG Wealth Management: IG Wealth is one of Canada's largest retail wealth managers serving affluent clients with investment, tax, and estate planning services. Competes with 33seven in the Canadian HNW advisory market at a much larger retail scale.
• CIBC Private Wealth: CIBC's private wealth business serves HNW Canadian families with banking, investment, and succession planning services. Comparable to 33seven's integrated advisory offering but embedded within a larger full-service bank.
• Sun Life Financial: Sun Life is one of Canada's largest insurance and wealth management companies, with life insurance products commonly used in estate equalization — adjacent to 33seven's 'Tax-Free Zone' approach. Now also connected via the Hub International partnership.
• RBC Wealth Management: RBC's wealth management arm offers private banking, investment advisory, and estate planning to affluent Canadian families. Competes with 33seven for HNW relationships, but as part of a much broader banking and capital markets portfolio.
• BMO Wealth Management: BMO's wealth division provides investment advisory, private banking, and estate planning services to affluent Canadians. Directly competitive with 33seven in the integrated wealth advisory space, with a much larger product set and balance sheet.

Others

• Hub International: Hub International is a major North American insurance brokerage that partnered with 33seven in November 2025 to provide integrated farm succession and life insurance planning. Ecosystem partner and adjacent enabler rather than direct competitor.

Direct peers

• KPMG Canada (Family Office practice): KPMG Canada's Family Office practice serves HNW families and entrepreneurs with integrated wealth advisory, tax planning, and succession services. Comparable to 33seven's modern family office approach for first-generation wealth creators, delivered through a Big 4 platform.
• BDO Canada LLP: BDO Canada is a major accounting and advisory firm offering wealth advisory, estate planning, and succession services to Canadian families and businesses. Overlaps meaningfully with 33seven's integrated advisory model for affluent families and entrepreneurs.
• MNP LLP: MNP is one of Canada's largest professional services firms with a dedicated agriculture practice providing farm succession, tax advisory, and transition services. Directly comparable to 33seven's integrated offering for farm families and HNW clients, though at significantly greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/33sevenwealth
• LinkedInlinkedin.com/in/derrynshrosbree

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 33Seven