A wide range of solutions for a wide range of clients.

At Ansari & Hodgins Group – Private Wealth Management, we pride ourselves on actively partnering with various clients looking to streamline their financial affairs and simplify their lives. Whatever you’re looking for, we have the expertise to drive tailored solutions and partner with a wide range of RBC professionals to deliver them.

Executives and professionals

Whether you’re a leader in your industry or are quickly becoming one, your personal goals require a level of time and effort that your financially complex situation can interfere with. Our team is dedicated to providing the freedom you need to focus on what matters most to you. 

Business owners and entrepreneurs

Starting and running a business comes with countless opportunities that requires a team of experts to help navigate properly. From how to best structure your business to how to reduce taxes, we have years of experience and the work ethic to help you and your business succeed.

Medical professionals 

Your unique position requires extreme focus and dedication, and so do your finances. Our team works closely with various medical professionals with uniquely specific needs, and we’re well equipped to deliver solutions to enable you to achieve your goals. 

Tech innovators 

Breaking new ground and innovating for the future often come with rapid growth and new opportunities. We partner with a variety of technology experts and professionals to better understand their evolving industry and deliver innovative solutions to their various financial needs. 

Family wealth

Whether you’re approaching retirement, are a retiree, or are a well-established family looking to appropriately manage your assets, we partner with a variety of high-net-worth individuals to offer tailored, tax-smart guidance to set you and your family up for success for generations to come.

Cross-border

As your lifestyle becomes increasingly more global, new opportunities come with new challenges to grow your wealth. We provide world-class advice on your wealth management needs as you navigate the complexities of cross-border wealth, from tax-efficient investing and cash flow management to estate planning and beyond.

Ready to take the complexity out of your financial life?

Start simple – give us a call.

Contact us today