One platform for the whole family
Mozaiik brings a family's structure, wealth, deadlines, data and documents into one place, built for how Canadian wealth is actually held.
01
Consolidated net worth
One number for the family, with every asset class and liability behind it.
- A statement for each person, with joint assets shown in full or split 50/50
- Personal, corporate and trust statements, or all of them combined
- Change since last year on every line
- The same numbers by holder, by holder type or as an ownership tree
02
The whole structure
See every person, holding company, trust and partnership on one map, with the ownership that connects them.
- Four building blocks: person, corporation, trust and partnership
- Ownership percentages and share classes on every link
- Estate freezes, trust 21-year dates and deemed dispositions flagged on the map
- Hover any entity for owners, holdings and control; open its assets in a click
03
Every deadline, covered
Every deadline for every family, generated for you, with the ones nobody owns called out.
- Fiscal year-ends, 21-year trust dates, document expiries and loan maturities, generated for you
- Statutory deadlines with no task flagged before they slip
- Every date tied to the family and entity it belongs to, with an owner
Key DatesUpcoming20272026
Upcoming dates across all 14 families · 20 statutory deadlines in the next 90 days with no task
Nov12
Dec23
Jan '2710
Feb5
Mar13
Apr7
May7
Jun13
Jul5
Aug4
Sep8
Oct20
StatutoryOther
DateKey dateFamilyCategoryLinked entityOwner
November 2026 12
Nov 1Mortgage maturity — Glebe Triplex MortgageSmith FamilyDebtGlebe Triplex MortgageJLJordan Lee
Get renewal quotes for Glebe Triplex mortgageDue Oct 1JL
Nov 2Natalia Kowalski turns 33 ↻Kowalski FamilyFamily or PersonalNatalia KowalskiUnassigned
Nov 8Laura Henderson turns 61 ↻Henderson FamilyFamily or PersonalLaura HendersonUnassigned
Every statutory deadline across your book, a year ahead, with the ones that have no task called out.
04
Your whole book, at a glance
Every family you serve on one screen, with what needs you today.
- Total wealth overseen, split between managed and held-away assets
- Asset mix across the whole book and for each family
- Each family’s structure and overdue work, side by side
- Your tasks and key dates for every family next to it
Total wealth overseen
$244.2M
Managed by us $102.2MHeld away $142.0M
Asset mix
Public markets 37%Cash 2%Business 25%Private 2%Real estate 34%
–FamilyNet worth ↓Since Sep 30Asset mixHeld awayTeamNext reviewLast contact
Smith FamilyJordan Lee
$69.7M+2.4%+$1.6M70%JLPSSCNov 6In 5 days4d agoCall · JL···Henderson FamilyPriya Shah
$25.0M+1.8%+$442K94%PSJLNot scheduledLast Jun 202612d agoMeeting · PS···Gagnon FamilyJordan Lee
$20.3M−0.6%−$123K57%JLEROct 1220 days overdue38d agoCall · JL···Kowalski FamilyPriya Shah
$18.6M+0.9%+$166K55%PSNov 30Last Nov 202521d agoCall · PS···✓
Sharma FamilyJordan Lee
$15.4M+3.1%+$463K58%JLSCOct 824 days overdue96d agoEmail · JL···Morrison FamilySam Chen
$14.1M+1.4%+$195K41%SCEROct 2012 days overdue33d agoMeeting · SC···✓
Laurent FamilyElena Rossi
$12.9M−2.3%−$304K63%ERSep 557 days overdue131d agoEmail · ER···Tremblay FamilySam Chen
$10.0M+2.0%+$196K48%SCJLPSJan 14, 2027Last Jan 20262d agoEmail · SC···Nguyen FamilyPriya Shah
$9.6M+0.7%+$67K30%PSERDec 10Last Dec 202515d agoCall · PS···Bouchard FamilyElena Rossi
$7.2M−4.9%−$371K62%ERJLNov 13In 12 days29d agoMeeting · ER···1–10 of 14 families
05
Data that keeps itself current
Custodian and email feeds keep every family up to date, without your team keying it in.
- Live today: Raymond James Correspondent Services, syncing accounts automatically
- Live today: Microsoft Outlook, filing client emails to the right family
- White-glove onboarding for private holdings, real estate and anything not on a feed
- Registers and reports export on demand: your data stays yours
AccountMarket valueCash balanceTotal valueBook costGain/loss
David Smith 3 accounts1,886,559.00+431,098.60
RRSPRaymond James · •••• 48211,411,884.62745.381,412,630.001,074,110.40+338,519.60···
TFSARaymond James · •••• 4815168,065.10446.90168,512.00112,400.00+56,112.00···
Cash accountRaymond James · •••• 4830304,736.55680.45305,417.00268,950.00+36,467.00···
Catherine Smith 2 accounts1,231,211.00+309,111.00
RRSPRaymond James · •••• 59021,068,659.30582.701,069,242.00812,300.00+256,942.00···
TFSARaymond James · •••• 5911161,521.85447.15161,969.00109,800.00+52,169.00···
David & Catherine Smith 1 account2,181,614.00+491,214.00
Non-registered CADRaymond James · •••• 60472,178,152.333,461.672,181,614.001,690,400.00+491,214.00···
NotesCalls, meetings, notes and emails captured for Smith Family
AllCallMeetingNoteEmail
Re: Glebe Triplex renewalGlebe Triplex MortgageFiled from Outlook
October 28, 2026From David Smith: three-year quote received, leaning toward it. Can we review before Nov 1?
Florida will: draft for signatureCatherine SmithFiled from Outlook
October 20, 2026From the estate lawyer: final draft attached, ready to sign in November.
Term policy conversionDavid Term 20
September 2, 2026David asked about converting his term policy before June 2028. Requested an illustration for a permanent policy.
Triplex mortgage renewalGlebe Triplex Mortgage
August 27, 2026Renewal offer for the triplex: 4.39% five-year fixed. Asked for a three-year quote before deciding.
Family meeting at the cottageMichael Smith
July 22, 2026Discussed succession. Michael to take over as president of Rideau Precision in 2028. Next step is a share purchase plan for Michael.
Rideau Precision valuationRideau Precision Manufacturing Inc.
May 21, 2026CBV report received. Fair market value of $30.0M at December 31, 2025, up from $28.5M.
Client emails file themselves next to calls, meetings and notes, linked to the person, entity or policy they're about.
06
Every document accounted for
Wills, powers of attorney, trust deeds and filings, tied to who they belong to.
- Required documents for every person and company, with what’s missing called out
- Knows which filings apply: a US subsidiary files Form 1120, a registered charity the T3010
- Unverified, expired and expiring documents flagged
- Organized by estate, corporate, tax, trusts and more
DocumentsPrivate document registry for the Smith Family
+Required documents29/30
Unverified2
Expired0
Expiring soon0
Categories
All documents36
Annual filings
Banking & lending1
Corporate15
Estate11
Insurance1
Investments
Philanthropy
Real estate
Tax6
Trusts2
Corporations
Rideau Precision USA Inc.
Articles of IncorporationRideau Precision USA Certificate···
Corporate RegisterRideau Precision USA Stock Ledger···
T2 ReturnUS corporation. Files Form 1120, not a T2.···
Financial StatementsIncluded in the Rideau Precision consolidated statements.···
Smith Family Foundation
Articles of IncorporationSmith Family Foundation Articles···
Corporate RegisterSmith Family Foundation Register···
T2 ReturnRegistered charity. Files the T3010 instead.···
Financial Statements2025Smith Family Foundation FS 2025···
Dr. Catherine Smith Medicine Professional Corporation
Articles of IncorporationCatherine MPC Articles···
Corporate RegisterCatherine MPC Share Register···
T2 Return2025Catherine MPC T2 2025···
Financial Statements2025Catherine MPC FS 2025···
Rideau Precision Manufacturing Inc.
Articles of IncorporationRideau Precision Articles···
Corporate RegisterRideau Precision Share Register···
T2 Return2025Rideau Precision T2 2025···
Financial Statements2025Rideau Precision FS 2025···
Family members
Catherine Smith
WillCatherine Smith Will···
POA — PropertyCatherine Smith POA Property···
POA — Personal CareCatherine Smith POA Personal Care···
T1 Tax Return···
David Smith
WillDavid Smith Will···
POA — PropertyDavid Smith POA Property···
POA — Personal CareDavid Smith POA Personal Care···
T1 Tax Return2025David Smith T1 2025···