SIMPLIFYING AFFLUENT LIVES

Strategic, objective counsel for high and ultra-high net worth investors

With a commitment to quality, integrity and confidentiality, we focus on advising successful entrepreneurs, business owners, C-suite executives and well-established individuals to manage the outcome of life events. Beyond our university degrees and professional accreditation, our team brings more than 40 years of combined experience to the table.

Coordinating all aspects of your financial wealth to simplify your complex needs, we help you meet your goals for capital growth and preserve, protect and transfer your wealth so it can be enjoyed across multiple generations.

The hallmarks of our services include strategies for preserving capital, managing risk, allocating assets, achieving returns in all markets, investing tax-efficiently, minimizing taxes on investment income and providing access to innovative and exclusive investment opportunities. We are proud to embody the entrepreneurial spirit of Richardson GMP, Canada’s largest independent investment firm, along with the personal service of a multi-family practice.

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

26 October 2020
Earnings dance
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19 October 2020
Active versus passive
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October 2020
Investor Strategy: A loveless recovery
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Tax & Estate Planning
Strategies 

 

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


Cottage succession planning
Has your cottage or vacation property taken on added meaning during the pandemic? We explore one family’s situation and the cost-effective, tax-efficient solution they relied on to ensure their cottage stays within the family for generations.‚Äč

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