Who we can help

Our services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.

  • Successful executives and entrepreneurs looking to enhance the growth of their wealth

  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients

  • Business owners who need help managing their personal and business assets

  • Pre-retirees who want to make the most of their 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 seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

  • Not-for-profit organizations and foundations requiring assistance managing investment assets according to specific guidelines

  • Doctors and medical professionals who wish to streamline their investment management in order to better focus on their practice

  • Fishermen who wish to explore succession planning strategies to keep their business in the family, and to make the most of their retirement savings and tax-planning strategies

Contact us to arrange an initial consultation and find out if we’d be a good fit for your investment needs.