Who we can help

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

Busy executives and professionals looking to free their time to focus on personal and career goals
Successful business owners and self-employed professionals who need help managing personal and business assets
Pre-retirees who want to make the most of their retirement savings as they approach retirement
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
Philanthropists looking for creative ways to enhance their legacy to chosen charities
Non-profit organizations requiring assistance managing investment assets according to specific guidelines.

Getting the right investment advice is a key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner. Perhaps you have very specific concerns that need to be addressed –like maximizing your retirement income or deciding how to pass on the family business.

Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. We can help you address all your wealth management concerns, working in partnership with your tax and legal advisors. We also offer several wealth management services, including financial planning, estate consultation and wealth protection.