The foundation of our relationship with you is trust.  We earn your trust by delivering solutions that are thoughtfully tailored to your unique financial circumstances, goals and objectives.  Using our collaborative approach, we will assist you and your family, as your trusted financial partner, through all stages of your life, both before and during retirement.

 

Our clients are high-net-worth individuals and/or families who typically fall into one or more of the following categories:
 

  • Current / former business owners

  • Active / retired executives and professionals 

  • Active / retired medical and incorporated professionals 

 
 
Often our clients look for support navigating major life events. Some of the milestones we commonly assist with include:
 

  • Achieving an important career or business milestone

  • Transition into retirement

  • Sale of personal assets, real estate or business interests

  • Creation of, or growth within, a professional corporation

  • Equity options, strategy and planning

  • Receiving an inheritance or other sum of funds

  • Navigating a separation or divorce

 

Contact us to find out more.