Our goal is to become your family’s trusted financial partner, guiding you and your family members through each stage of your lives. We serve a range of high-net-worth clients from varied backgrounds who are looking for an expert level of care and personal attention.

 

Our clients include:

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Individuals & Families

Individuals seeking guidance as they experience life-altering transitions such as divorce, retirement or the loss of a loved one, and families focused on sustaining wealth across generations.

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Retirees

Canadians approaching or living in retirement who are looking for ways to enhance their investment income so they can get the most out of life today while preserving capital for the future.

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Business Owners

Business Owners & Entrepreneurs diversifying their wealth and seeking advice on succession planning, creating a well-funded retirement and ensuring an equitable estate for their beneficiaries.

Corporations and not for profits
 

Corporations & Non-Profits

Corporations, non-profits and charitable organizations handling gift of stock accounts and seeking assistance to manage capital funds and bequests to maximize the impact of their operations.

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Professionals & Executives

Professionals, such as doctors, realtors, accountants, teachers, engineers, home builders, sales professionals, bankers and lawyers, who are looking to free their time to focus on their careers.

 

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Investors seeking a change

Investors, often referred to us by an existing client or another trusted professional advisor, who are seeking a positive change and shift away from their current investment advisor relationship.