Financial well-being extends far beyond portfolio performance. Our in-house teams of lawyers, accountants and financial planning professionals are dedicated to providing comprehensive and personalized wealth planning guidance to your clientele.
Expertise is offered in the areas of:
Specialists develop comprehensive financial plans that include projections to determine if clients are on track to meeting their goals (e.g. includes tax, retirement, estate and risk management strategies). They also assist clients in taking a financial planning approach related to every financial decision that impacts their lives.
Estate and Trust Planning
Experts help clients determine which estate and trust solutions may be appropriate based on the family situation and objectives. They identify tax-efficient strategies for wealth transfer to chosen beneficiaries and assist clients with wealth transfer needs by providing future inheritors and the next generation with financial education.
Specialists can help with registered retirement plans, locked-in plans, defined benefit and defined contribution pensions, individual pension plans and retirement compensation arrangements.
Business Ownership Planning
Leverage the knowledge and expertise of our business owner strategists to assist business owner clients with their specialized financial needs, preparing for business succession and transition, risk management and safeguarding wealth.
Tax consultants work with advisors to develop tax-efficient investment strategies to help manage risk, deduct interest and address tax preparation. They also work with advisors and clients to identify potential solutions for non-residents, executives, holding companies and corporation issues.
Experts help clients determine which charitable giving strategies are most suitable based on their objectives. They can also assist clients and their family in implementing a charitable foundation to maximize tax benefits and leave a lasting legacy.
Help your clients analyze their insurance needs to ensure they provide for loved ones in the event of disability or death and deliver creative insurance strategies to increase retirement income and create a lasting legacy.