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.

25 May 2020
The Stark Reality in Commercial Real Estate
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18 May 2020
The incomparable recession
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June 2020
Investor Strategy: Novel recession
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Tax & Estate Planning
Strategies 

 

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


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.‚Äč

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