Our Clients

Our services are designed for clients who have reached the stage where their financial affairs have become more complex, and they may require professional assistance managing their wealth.

Our clients include:
  • Busy executives and professionals requiring assistance implementing effective tax or income planning strategies before and during retirement
  • Successful business owners and self-employed professionals who need help managing personal and business assets, or planning for succession
  • Pre-retirees who want to make the most of their savings as they approach retirement
  • Retirees who require innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance with the management of assets or transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacies to chosen charities
  • Non-profit organizations or municipalities requiring assistance managing investment assets according to specific guidelines

The disciplined five step process

  1. Introduction - Demonstrate how wealth management can help you achieve your goals, and determine if it’s right for you
  2. Discovery - Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help clarify your financial objectives
  3. Strategy - Analyze your financial and personal information to match your objectives with smart, time-tested strategies
  4. Solutions - Develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services
  5. Service - Review your situation regularly to ensure your financial objectives are being met