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From investment management and financial planning to intricate tax and complex estate considerations, traditional wealth services are just the beginning of what we offer. At its core, what we do is take away the burden of managing your finances, and replace it with confidence in your financial standing.
Every client is on a path. Our job is to identify if you’re on the one that leads to your desired destination. Once you’re on the right course, we keep you on track by identifying and performing the myriad required technical tasks along the way – year after year, decade after decade.
We are thinking about your capital today, tomorrow, and many tomorrows from now. We provide cash flow confidence by constructing an investment portfolio that provides a tax-efficient, predictable, and growing stream of income – leaving you unburdened to enjoy life.
As part of Canada’s largest financial institution, we are partnered with industry-leading specialists. With the aid of best-in-class legal, tax, and estate experts, there is no financial problem we cannot solve.
Cash flowplanning
Retirementroad-mapping
Wealthpreservation
Estate and legacyplanning
Strategic taxapproach
Credit and lendingopportunities
Trustservices
Philanthropicconsiderations
