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.

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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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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