Building the framework


To enable your investments to grow uninhibited, we put in place and maintain an individualized financial framework built upon the four pillars of wealth management: tax, financial planning, insurance, and estate planning.



With a deep tax background, we are adept at seeking out and implementing strategies for minimizing your tax bill, or bills. For clients with cross-border needs, we take a North America-wide view to consider and mitigate all angles.


Financial planning

We actively participate in the building of your financial plan – a personalized road map drafted based on your goals – and refer to it throughout your financial journey.




As a registered insurance representative, Geoff Hartley can draw upon the expertise of wealth protection specialists to recommend solutions tailored to you.



Estate planning

We are thinking about your wealth long term. That is why we engage our Will and estate partners to help you plan and prepare your financial legacy.