A full suite of wealth advisory services

 

At Grimes Handscomb Asset Management, our wealth of experience and depth of expertise enable us to clearly identify those issues and objectives of greatest importance to you, and then develop and implement the appropriate wealth management strategies.

 

A financial plan provides a strong foundation

While portfolio management is at the centre of what we do, ultimately we are trying to help provide you with peace of mind about all your financial affairs.

A financial plan is like a roadmap. It allows us to plot a destination, such as your ideal retirement or the efficient transfer of your wealth to the next generation, and make the most appropriate financial decisions to help you achieve your goals with confidence.

Preserving your wealth by optimizing tax

Preventing tax leakage is just another way we can help preserve your wealth. This includes tax-smart solutions when it comes to investment management, insurance strategies, charitable giving, efficiencies in estate planning, and more.

Insurance solutions for wealth preservation and accumulation

Insurance can be the ultimate form of risk management when it comes to protecting your family and business from a major loss, but with the right expertise, insurance can be so much more.

Our team partners with industry experts to personalize insurance to strengthen your overall wealth plan. This includes but is not limited to using insurance to create a supplemental stream of income during retirement, maximizing the value of the assets you plan to pass on to the next generation, charitable giving, providing liquidity, and more.

Your legacy, your way

Proactive planning ensures that your medical and financial decisions will be made by someone you trust and in a way that you intend. We review your existing estate plan and provide further guidance and expertise to ensure your plan achieves your objectives, thereby providing you with further peace of mind.

We are highly familiar with intergenerational wealth planning strategies and are dedicated to helping future generations become responsible stewards of their inherited capital.

Personalized banking, credit & lending solutions

We work shoulder to shoulder with our award-winning partners at RBC Private and Premier banking to provide you with banking, currency, credit, and lending services appropriate for your needs.

 

A financial plan provides a strong foundation

While portfolio management is at the centre of what we do, ultimately we are trying to help provide you with peace of mind about all your financial affairs.

A financial plan is like a roadmap. It allows us to plot a destination, such as your ideal retirement or the efficient transfer of your wealth to the next generation, and make the most appropriate financial decisions to help you achieve your goals with confidence.

Preserving your wealth by optimizing tax

Preventing tax leakage is just another way we can help preserve your wealth. This includes tax-smart solutions when it comes to investment management, insurance strategies, charitable giving, efficiencies in estate planning, and more.

Insurance solutions for wealth preservation and accumulation

Insurance can be the ultimate form of risk management when it comes to protecting your family and business from a major loss, but with the right expertise, insurance can be so much more.

Our team partners with industry experts to personalize insurance to strengthen your overall wealth plan. This includes but is not limited to using insurance to create a supplemental stream of income during retirement, maximizing the value of the assets you plan to pass on to the next generation, charitable giving, providing liquidity, and more.

Your legacy, your way

Proactive planning ensures that your medical and financial decisions will be made by someone you trust and in a way that you intend. We review your existing estate plan and provide further guidance and expertise to ensure your plan achieves your objectives, thereby providing you with further peace of mind.

We are highly familiar with intergenerational wealth planning strategies and are dedicated to helping future generations become responsible stewards of their inherited capital.

Personalized banking, credit & lending solutions

We work shoulder to shoulder with our award-winning partners at RBC Private and Premier banking to provide you with banking, currency, credit, and lending services appropriate for your needs.

A large bridge over a river.
A large bridge over a river.

Depth of expertise

This includes immediate access to leading wealth management specialists who help us plan and execute your well-rounded wealth strategy.

Our partners
The Grimes Handscomb team.
The Grimes Handscomb team.

Getting acquainted

We measure our success by your peace of mind. Discover our distinctly personalized approach to building and protecting wealth.

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