What Can We Assist You With?

  • Investing and Portfolio Management – Invest for growth, income and wealth preservation using proven investment strategies, custom solutions and a full range of investment products.
  • Business Planning – Invest on behalf of your corporation and gain access to essential solutions and tactics that can help mitigate your business risk.
  • Retirement Planning – Build your capital, protect your savings and expand your income with approaches and solutions designed for each phase of your life.
  • Estate Planning – Shield your estate's assets and make the most of the wealth you pass on by means of fundamental insurance strategies, charitable giving solutions and more.
  • High-Net-Worth Portfolios – Gain access to the discretionary service, tailored solutions and individual support you require to effectively manage your assets.
  • Not-for-Profit Organizations – Help meet the terms of your institution’s mandate by means of our investment management, planned giving, custody and administration, and other solutions.
 

Who Do We Help?

My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.

  • Executives looking to enhance the growth of their wealth.
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients.
  • Business Owners who need help managing their personal and business assets.
  • Pre-retirees who want to make the most of savings as they approach retirement.
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
  • Well-established Families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.