The full spectrum of

Backed by the industry-leading tools and resources of North America’s premier wealth management firm, with over 250 top-tier tax, legal, and financial professionals, we offer an exclusive, family-office style approach tailored to your specific needs.

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Our private wealth offerings

Tax planning

  • Minimization, deferral, and funding strategies
  • Domestic and offshore planning

Wealth transfer

  • Estate planning and protection
  • Business wealth preservation and succession planning
  • Ownership structures
  • Trust services – domestic and offshore
  • Charitable giving strategies

Investment management

  • Investment policy design
  • Asset allocation
  • Investment manager and strategy selection
  • Portfolio monitoring and rebalancing
  • Comprehensive and consolidated reporting

Risk management

  • Insurance
  • Asset preservation
  • Liability management
  • Income protection
  • Unexpected tragedy
  • Portfolio protection

Banking & credit

  • Personal or business credit
  • Private Banking services
  • Complex credit structuring
  • Business and commercial banking services
  • Debit management strategies

Investment banking/corporate finance

  • Financial analysis
  • Financing options
  • Public offering or private placement
  • Mergers and acquisitions
  • Succession/exit planning
  • Multi-industry expertise


  • Integrated charitable plans
  • Foundations
  • Planned giving

Lifestyle management

  • Cash and liquidity management
  • Cash flow needs
  • Administrative services
  • Centralized recordkeeping
  • Concierge services

Family continuity

  • Family mission, vision, and values
  • Family governance
  • Multi-generational planning
  • Counselling and wealth education
  • Family business planning
  • Retirement planning

Get the full wealth experience

Contact our team