Toucan Financial, Inc.

Overview

Toucan Financial, Inc. describes itself as a fee-only investment adviser compensated solely by clients for advisory services. Its primary offering, Comprehensive Wealth Planning, combines investment management, financial planning, and personal tax preparation and filing.¹

History

Toucan Financial, Inc. was incorporated in Delaware in April 2022, qualified to do business in North Carolina in May 2022, and became registered as an investment adviser in 2022.¹

Leadership

Ian Rahilly is Toucan’s founder, chief executive officer, principal owner, chairman, and chief compliance officer. His qualifications include the CFA charter and CFP certification, an MBA from Columbia Business School, and a BA in Public Policy and Law from Trinity College.¹

The SEC’s IAPD-linked report lists Rahilly as an approved investment adviser representative in North Carolina through Toucan Financial, Inc., effective August 22, 2022.²

Services

Toucan’s Comprehensive Wealth Planning process reviews net worth, cash flow, insurance, employee benefits, retirement, investments, college planning, and estate planning.¹

The firm also provides project-based financial planning, retirement and pension plan consulting, and educational seminars and speaking engagements. Its retirement and pension consulting is available to employer plan sponsors and may address investment options, plan management, plan structure, and participant education.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Retirement planning

Client Focus

Toucan serves individuals, high-net-worth individuals, corporations, and other businesses. The firm states that it has no minimum account size requirement.¹

Approach

Toucan reports using asset allocation across equities, fixed income, and cash. Portfolios are designed around each client’s goals, risk tolerance, diversification needs, and long-term investing objectives.¹

The firm may incorporate socially conscious investment approaches, including ESG research, positive and negative screens, and portfolios aligned with client values.¹

Assets and Minimums

Toucan reported $2,057,529 in discretionary assets under management and $0 in non-discretionary assets as of December 31, 2022.¹

Comprehensive Wealth Planning carries an $8,000 minimum annual fee. New clients may be charged a $2,000 minimum quarterly fee while net worth is being determined. Project-based financial planning has an $8,000 minimum fee and a $400 hourly rate.¹

FAQs

Related resources

• LocationMultifamily offices in Charlotte

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• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. A wealthy family or business owner can use these materials to prepare questions about estate planning, tax planning, risk coverage, and how those needs may fit within a broader advisory relationship.

• GuideHow to choose a multifamily office

  This guide outlines factors to review when comparing multifamily offices, including service scope, client fit, planning needs, and investment approach. Readers considering Toucan Financial can use the framework to organize questions about its investment management, financial planning, tax, estate, insurance, and retirement services.

• GuideWhen does a family need its own office

  The resource explains circumstances that may lead a family to establish or consider its own office, such as growing wealth, complex ownership, or increased coordination needs. It can help readers assess whether a multifamily office relationship suits their family or business before discussing planning and investment services.

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Sources

1. Toucan Financial, Inc. Form ADV Part 2A and 2B
2. SEC IAPD-linked report for Ian Rahilly

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.