Understanding your needs. Delivering results.
Uniquely positioned to address your needs
Our clients include elite athletes, entertainers and media professionals in both Canada and the U.S — we act as a trusted partner by offering a wide range of cross-border wealth management strategies and customized advisory services to deliver exceptional results.
We understand that serving you properly means working collaboratively with your team of advisors including your manager, agent, accountant and lawyer. We respect their roles and work in partnership to provide a connected and coordinated effort to help you make the most informed choices about your wealth.
Together with our partners, we are able to provide a full suite(1) of wealth and family office services including:
- Cross-border wealth management (U.S.(1) / Canada);
- Tax, estate and insurance planning;
- Business succession and retirement planning;
- Budget and cash flow management;
- Foundation and charity administration;
- Strategic business advisory; and
- Tailored health and lifestyle services
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(1) Certain services may be provided by 3rd party specialists or trusted partners.