Our services

 

ALL OUR CLIENTS RECEIVE GOLD-STANDARD SERVICE

Clients who invest $500,000+ receive our core services:
  • Our full-service wealth management model, which brings you constant access to your preferred professionals, our tax accountant, lawyer, insurance expert and others, to deliver the best possible comprehensive financial advice
  • Our one-stop-shop that helps you achieve your financial goals through strategic offerings from Canada to across the globe
  • Best-of-the-best investments, carefully researched and selected from a wide universe of options
  • An integrated tax and investment plan that includes strategies to lower your tax bill
  • Action and accountability at tax time: we deliver comprehensive lists and reports of realized gains and losses, t-slips, foreign asset holdings, and annual inclusive fee summaries, etc.
  • Educational and premium client appreciation events
  • Needs analysis and insurance reviews
  • Facilitating international wire transfers in different currencies 
  • Competitive currency exchange
  • Strategic philanthropy: donations of flow through shares, appreciated securities, stock options and more
  • Improved health through discounted membership costs to enhanced healthcare providers e.g. Medcan
  • A competitive 1.5% annual cost, tax-deductible in non-registered accounts
  • More money, less taxes = better bottom line

 

PREFERRED CLIENTS RECEIVE ADDED ADVANTAGES

Clients who invest over $1 million with us receive all of our core services plus:
  • A reduced cost structure: highly competitive 1% annual cost, tax-deductible in non-registered accounts
  • Top-priority service with immediate response time to phone calls, emails and mail with value added tax reporting 
  • Tax and estate planning, retirement projections, review and summary of your benefits plan and will 
  • Estate consultation with our in-house lawyers and accountants  
  • Exercising stock options as required 
  • Annual face-to-face portfolio review 
  • Mentoring and coaching of family members  
  • Quarterly investment portfolio reporting 
  • One-on-one introductions to Canada's top investment managers 
  • Introductions to investment banking teams for capital raises