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.

16 September 2019
Energy Evolution
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9 September 2019
Seasons and cycles
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September 2019
Investor strategy: Late-summer volatility
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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.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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