For Canadian high-net-worth clients planning is critical.
Our 4 step wealth management process is designed to do a deep dive into our clients’ current wealth structure.
This process will help to establish a plan, a portfolio that meshes with the plan, ensure the will and estate plans are current and also reflect your plans, while also reviewing tax efficiencies of current strategies as well as in transferring wealth to future generations.
As Canadian families build their wealth, they will often develop ties outside of Canada, particularly with the US. Whether through escaping our cold winters in the southern states, or through acquiring physical property or financial assets, our team is particularly attuned to the potential consequences of exposure to the US.
Our comprehensive wealth management process helps our Canadian high-net-worth clients protect and grow their wealth with the goal simplifying the complexity of their lives.
Please contact us for articles that relate the above topics, and for more information on planning strategies for your particular situation.
