Integrated wealth solutions

Comprehensive, customized investment leadership

With well over a decade in the financial services industry, Mathew C. Froggatt has garnered the acumen and experience to offer his clients fully integrated financial planning. His suite of services encompasses customized wealth management, estate and trust planning, tax minimization measures, and the added convenience of liaison with your insurance specialists.

Catering to a select group of Canadian families, institutions, charitable organizations, small businesses, and high net worth individuals, Mathew’s constant focus is to deliver an unsurpassed level of personalized service, advice and performance over the long term.


Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

14 January 2019
Oh Canada
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7 January 2019
How cheap it is
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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