Dedicated to helping entrepreneurs, high-net worth individuals and families throughout Canada, the United States and select countries around the world, address the multifaceted demands and complexities of managing their wealth -with an emphasis on tax minimization, capital preservation and long-term growth.

The complex financial issues of high net worth and ultra-high net worth individuals and families require highly specialized resources and a deep understanding of the concerns associated with significant wealth. To help our clients address these issues, we combine the vast resources of a global financial leader with the tailored services of an exclusive private wealth management family office.

Contact Us

If you are seeking comprehensive wealth management, we would be pleased to discuss how we can help you achieve your goals.

To meet with us, please contact Simon Lam at
514-878-7518 or send us an email:

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