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.   
 
 
Owners/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.
 
 
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.
 
 
Professional 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.