Our clients are affluent and successful. They’re business owners, high net worth families and philanthropists with over $5 million in hard assets. They know their legacy can empower them, and they know we are the experts at helping them do so.
We represent a select group of families from Montreal, Ottawa and Toronto. Our resources are far-reaching, we leverage a collaborative team of professionals from the legal, insurance, investment, estate, banking, business and tax disciplines.
Our clients trust us to see their vision and execute it. They know we’re comprehensive in our approach, that we understand their needs are unique and constantly in flux. Whether it’s managing complex assets with equally complex insurance needs, offering guidance within a family meeting, or assisting the purchase of a new vehicle, our clients know we have the capacity to find a solution.