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.