Focus on what matters – your practice and your family

We offer comprehensive wealth management, with services similar to those of a family office.
As your personal CFO, we ensure you have the time to focus on what matters – your practice and your family.
Our holistic wealth management process provides you with:

• A comprehensive financial plan integrating corporate and personal wealth strategies
• Professional discretionary investment management
• Ongoing personal and corporate tax planning
• Partnership with your trusted tax and legal team ensuring seamless wealth planning
• Life and disability insurance planning to protect you and your practice
• Strategic estate planning to ensure tax minimization and efficiency
• Will and Power of Attorney reviews
• Personal and business lending through our partners at RBC Royal Bank with preferred rates
• Access to the professionals at RBC Private Banking

Enhance your financial health. Contact our team today to arrange a complimentary consultation.