Our Services

Helping high net worth investors and family office professionals

Lower Volatility Portfolios

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Tax and Retirement Planning

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Intergenerational Wealth Transfer

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Low Volatility Portfolios

We position our portfolios for strong performance without all the traditional market risk.

Our portfolios are managed by Portfolio Manager Dustin Van Der Hout. Dustin began his career working closely with a portfolio manager legend Mario Gabelli in New York about 10 years ago. He has since carved out a niche in Canada of offering institutional type portfolios featuring strong performance without all the traditional market risk. If you prefer to grow your wealth with less traditional volatility, we can help.

 

Tax and Retirement Planning for Professionals and Business Owners

We offer personalized and comprehensive planning

As part of our full suite of services, we offer comprehensive and personalized planning along with income management during your retirement years. We have transitioned many clients into their retirement years and we are able to make the income transition easy and straight forward.

 

Intergenerational Wealth Transfer for Real Estate Families

Regardless of complexity or size, we can help prepare your estate to efficiently pass down assets to future generations

Success and complexity often come hand in hand.  We offer access to a group of tax and estate experts who have accumulated significant experience and wisdom helping Real Estate Families to prepare their estates to efficiently pass down their assets to the next generations.