The Gold Standard
Having partners who are industry specialists within luxury and commercial real estate can be an invaluable resource when it comes to lending, debt, and money management. Our team includes commercial account managers, mortgage specialists, and private bankers who are all dedicated to serving the specific needs of clients within this space.
Our Real Estate & Development Team works with:
- Real Estate Brokers
- Luxury Real Estate Investors
- Commercial Real Estate Companies
- Developers
- Construction Companies
- Architects
- Interior Designers
Whether you are looking to secure financing for a luxury property or manage debt related to your commercial real estate holdings, in addition to wealth management - our team has the knowledge and expertise necessary to guide you through the process. We understand the unique challenges and opportunities that come with owning and managing high-end properties, and we work closely with our clients to create customized solutions that address their specific needs and goals.
By partnering with us, you can be confident that you have a team of industry specialists who are committed to helping you succeed in the world of luxury and commercial real estate.
How we help:
Investment Strategy: Real estate and development companies may have excess cash that they want to invest in real estate or other assets. Financial advisors can help companies develop an investment strategy that aligns with their financial goals and risk tolerance.
Risk Management: Real estate and development companies are subject to various risks, including market risks, legal risks, and operational risks. Financial advisors can help companies manage these risks by developing insurance plans, creating contingency plans, and providing guidance on risk management strategies.
Tax Planning: Real estate and development companies may have complex tax obligations, such as capital gains taxes and depreciation recapture. Financial advisors can help companies manage their tax obligations, identify tax credits and deductions, and develop tax planning strategies to minimize their tax liability.
Retirement Planning: We help develop a retirement plan that includes strategies like RRSP contributions, DBPPs, IPPs, and other tax-advantaged retirement savings options.
Cash Flow Management: Real estate and development companies may have uneven cash flows due to the cyclical nature of the industry. We help companies manage their cash flow by developing a cash flow management plan that includes strategies like cash reserves, line of credit, and delayed payments.
Through my partners:
Debt Management: Real estate and development companies often have significant debt obligations, such as mortgages and construction loans. Financial advisors can help companies manage their debt obligations by developing a debt management plan that includes strategies like debt consolidation, refinancing, and debt restructuring.
Mergers and Acquisitions: Real estate and development companies may be involved in mergers and acquisitions, which can be complex transactions that require financial expertise. Financial advisors can provide guidance on the financial aspects of these transactions, including valuation, financing, and due diligence.
