Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance to manage their investment assets. 

Our clients include:

  • Well-established families seeking professional guidance on protecting wealth and transferring wealth to ensure their legacy; 
  • Health care professionals and executives who desire assistance with their personal assets and their professional corporate assets; 
  • Business owners who want to ensure their personal and business investments are managed for tax efficiency.

We are currently accepting new clients who share our investment philosophy and want to delegate the day-to-day investment decisions to professionals while having a thorough understanding of their investment strategy.   



Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Contact Us

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