Helping you build, grow & protect your wealth at every stage of your life.
Navigating towards your ideal financial future can often be complex - thankfully, you don't have to do it alone. Whether it's the growth of your savings, the protection of your family's nest egg, designing your dream retirement, or the transfer of your legacy - we're here to help you every step of the way.
What we do
Our process-driven and client-focused approach to wealth management always begins with planning. After all, a goal without a plan is just a wish.
So, we partner with you to clearly define your financial vision, build a goals-based financial plan, and create a personalized roadmap to help you accomplish your goals. You'll know exactly how much money you'll need for retirement, what to do in case of an unforeseen family event, and how to protect your wealth for generations to come.
We provide world-class investment management by providing objective, personalized and pragmatic advice, and by employing tax-smart strategies to help you grow and preserve your wealth. By investing in reputable businesses with proven track records, we build your portfolio to strengthen your financial position, align with your risk tolerance, and exceed your expectations.
Wealth management extends far beyond great investment advice, however. We collaborate with a team of experts at Canada's #1 Wealth Management firm to provide a Family Office experience; helping you protect what you've worked hard to build, and ensure your wealth management strategy is well-rounded and secure for multiple generations.
We offer a full suite of wealth management services, including:
• Investment management • Financial planning • Retirement income planning • Estate planning • Business succession planning • Legacy planning
Who we help
We are passionate about helping our clients reach their unique financial goals. Our clients include:
- Retirees who need assistance formulating and following a disciplined financial plan to make the most out of their retirement savings, maximize their after-tax retirement income and protect their financial security.
- Busy professionals, executives, business owners & entrepreneurs who recognize the value of advice and delegating the management of their financial affairs to a trusted professional.
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner to make sure their beneficiaries actually receive what was intended for them.
Ready to get started? Contact Derek Lee for a complimentary second opinion of your Financial Plan. We look forward to hearing from you.
