Who are our clients?

Our clients are generally busy people, looking for trusted advice to help simplify their complex financial affairs.

Following are some examples of clients we work with:

  • Successful executives looking to enhance the growth of their wealth
  • Professionals such as accountants, lawyers, dentists and veterinarians who requires assistance with their personal assets and professional corporation investments
  • Business owners who need help managing their personal and business assets
  • Large private and public corporations, for example in the mining and energy sectors, requiring cash management services to maximize yield
  • Entrepreneurs who are selling or retiring from their business
  • Pre-retirees who want to preserve and grow retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families with complex family situations involving trusts, holding companies and multiple stakeholders

To help protect your wealth, we provide life and disability insurance.

If you are over-insured we will tell you.

If you are under-insured we will source quotes from eight leading insurance companies to provide the lowest-cost solution.

For more information please


416 960 6824

If you are a CFO or Treasurer, ask us how we can offer you higher yields on your short-term cash, while offering the security of RBC.