Who We Can Help

If you have achieved a certain level of financial success, you may find Don’s integrated approach to wealth management is a perfect match for your needs. Not only will Don help you achieve your goals, but his process will set you free from having to manage your investments or financial plan on an ongoing basis.

Do you see someone like you in this list? Then Don’s practice may suit you very well indeed…

Don’s clients include:

  • Successful executives looking to enhance the growth of their wealth

  • Professionals requiring assistance with their own assets and/or 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 financial assets as they approach retirement

  • Retirees requiring innovative strategies to maximize their after-tax income, while protecting their financial security

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

  • New and recent immigrants to Canada who need to manage the complexities of cross-border financial matters and make best use of the wealth opportunities in their new home.  

KNOWLEDGEABLE • INSIGHTFUL • CAREFUL