Personalized Wealth Management

Wealth Management strategies customized for your unique needs:

Our team provides investment management and financial planning for high-net-worth individuals, families and business owners. We follow a disciplined process and investment strategy to simplify your financial affairs and provide peace of mind.

We aim to ensure our clients are in the best position possible to achieve their financial dreams. See Our Client Commitment.

 

Who we work with:

We work with a smaller number of clients with $500,000 or more in investable assets to maintain our high standard for in-depth and personalized service when creating your custom-tailored portfolio.

Our clients are typically business owners, retirees and pre-retirees who want ongoing advice and guidance for their investment portfolios and overall wealth management plan.

We also specialize in working with non-resident clients. This may be the family that decides to retire and move overseas permanently or someone abroad temporarily for work or other obligations. We provide ongoing investment management and advice while you enjoy the benefits and security of working with Canada's largest financial institution.

 

Our services:

While Investment management is the core of what we do, your relationship with us includes a comprehensive list of additional services and advice, including:

  • Financial Planning
  • Tax Planning
  • Retirement Planning
  • Will and Estate Planning
  • Charitable Giving
  • Credit and Lending
  • Business Owner Planning