In addition customized investment management to help you build wealth, Barnaby will use complementary strategies to help you enjoy and preserve your wealth. Through a full range of wealth management services, Barnaby and a team of wealth management experts can help you maximize your financial situation and protect it for years to come.

Financial planning

A detailed financial plan can help you:

  • Enjoy your wealth

  • Save for retirement

  • Help with a loved one's education

  • Create a legacy through charitable gifts

  • Build and transfer your estate

With a detailed analysis of your current situation, we will explore opportunities that will ensure you are on the right course and map out tax-efficient strategies to achieve your goals.

Learn more about our in-house financial planning expert.

Insurance solutions

Innovative insurance strategies can help you:

  • Reduce tax liabilities of your estate through asset replacement strategies

  • Protect your wealth from the unexpected financial burden of illness or accidents

  • Ensure your family's financial security

  • Provide short-term cash flow for your business in the event of illness or accidents

  • Create tax-deferred income for retirement

Creative insurance solutions can be an integral component to your wealth management plan – in ways you may not be aware of.

Learn more about our insurance specialist and how we can help.

Will and estate planning

Our legal Will and estate expert can help:

  • Simplify the complex estate planning process

  • Review your Will and Power of Attorney documents

  • Identify and address any estate planning goals you may have

  • Make tax-efficient recommendations for you to explore with your lawyer

An important component to many wealth management plans, many of our clients have taken advantage of this complimentary consultation to gain confidence in their estate plan and peace of mind.

Learn more about our Will and Estate Consultant

Charitable giving

We can help you maximize your charitable contribution by:

  • Using tax-efficient gifting strategies

  • Assess benefits and considerations of creating a charitable fund

  • Helping you calculate the actual cost and tax savings for your intended gift stock donation calculator

As part of your legacy, or as a tax-efficient donation to your favourite cause, we can help you maximize your charitable contributions.