Who are our clients?
Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner. We currently manage a number of multi-generational family assets.
Professionals such as lawyers, accountants, luxury real estate specialists, who may require assistance with their personal assets as well as a trusted partner to service shared clients.
University Professors who prefer to spend their time teaching, researching and servicing their external clients, not managing their investment accounts or looking for tax savings strategies. We are extremely well versed in the U of W and WLU pension plans.
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets in the most tax efficient manner and potentially equalizing their estate.
Pro-Athletes who need help through all phases of their financial lives from financial planning, tax planning, to credit and investment management, all delivered through one trusted advisor.