Who we help

Barnaby specializes in helping:

Retirees who want to:

• Maximize their retirement savings
• Enjoy a tax-efficient income stream
• Maintain their pre-retirement lifestyle
• Preserve their wealth

Business owners or incorporated professionals who want to:

• Focus on building their business while building their personal investments
• Tax-efficient strategies for their business and personal wealth
• Coordinate their business and personal assets for a seamless transition to retirement

Foundations, non-profit organizations, and condo reserve funds that need help:

• Managing assets under strict guidelines
• Achieving specific growth requirements for reserve funds
• Maintaining a professional and transparent investment portfolio

Successful executives who want to:

• Enhance the growth of their wealth
• Maximize company options
• Minimize taxes on corporate savings options
• Maintain their lifestyle during retirement

Established families who want to:

• Protect their financial legacy from wealth depletion
• Maximize family wealth through income-splitting strategies
• Protect their assets from wealth destroying events including divorce and taxes
• Ensure their wealth will be continued to be managed with discipline and respect for generations