Adding value to our client relationships
Client communication and investor education. We keep you up-to-date on your progress toward your goals, so you’re always aware of challenges and opportunities. We also explain complex strategies and market events. This allows you to develop investment knowledge and become a better investor. Peace of mind comes with knowing you’re in control of your financial future.
A co-ordinated team. We work with your own accounting, legal and insurance professionals or recommend top experts when required, to tackle wealth management challenges from a variety of angles. Our team ensures each part of your financial plan relates to the whole.
Helping affluent people simplify complicated lives. We are the trusted advisors to a select number of Canadian households with a family net worth of a million dollars or more. We help you to identify your short- and long-term needs, goals and parameters, create a road map to get you where you want to be, and ensure you stay on track. We analyze your personal and financial situation, identifying what's most important to you and what you worry about the most. Then we recommend a strategic approach to satisfy your needs.
Setting up your dependents for success. We handle all the details to set up systems in advance to minimize tax, set up trusts to ensure your heirs invest your legacy wisely, ensure your heirs are financially able to carry the tax burden of a large legacy, and transfer family assets equitably.
Retirement planning. We have pioneered innovative investment concepts to deal with retirement dynamics effectively and help you strike a strategic balance between living for today and providing for the future. The result is a high degree of freedom and unlimited investment horizons.
Estate planning. We help you pre-think the inevitability of your death, arrange to manage costs and decide how you would like your succession handled.