We have developed a high level of expertise in the followings areas:

  • Managing multi-generational family wealth; This expertise relates specifically to the challenges associated with inter-generational wealth transfer - from understanding the unique psychological and social factors facing wealthy families to the complex financial issues associated with successful wealth transfer and creating an enduring legacy.
  • Business owners: tax planning, wealth management, risk management, succession planning
  • Managing wealth for clients in transition: in particular, women (retirement, caregiving, divorce, widowhood); and sudden wealth (inheritance, winning the lottery)
  • Incorporated professionals: tax planning, wealth management, risk management, succession planning

If you are interested in working with our team, please contact us be e-mail or through our website. Rick or Joanne will reach out to you directly to arrange the first meeting.