Planning today, securing tomorrow

 

Every person’s journey is unique – and so is every financial plan. We begin by taking the time to uncover your needs, goals, and aspirations for the future, before turning your vision into a strategic roadmap built to grow and evolve with you and your loved ones, generation after generation.

Our multigenerational, family office approach includes:

Our multigenerational, family office approach includes:

Our multigenerational, family office approach includes:

We strategically allocate your assets across a range of investment options, ensuring your portfolio remains flexible and responsive to market changes. This allows us to strike the right balance between risk and reward.

We work closely with you and our professional network to structure your Will and estate in a way that minimizes tax exposure and aligns with your wishes.

We provide resources and guidance to help the next generation develop financial literacy and gain a deeper understanding of responsible wealth stewardship.

We help you navigate the complexities of passing wealth from one generation to the next, with a focus on sustaining your legacy and minimizing potential conflicts.

A sophisticated, long-term approach

Our investment approach is all about balance – ensuring that your wealth is both protected and positioned for growth. We achieve this through three key elements:

Dynamic asset allocation

We strategically allocate your assets across a range of investment options, ensuring your portfolio remains flexible and responsive to market changes. This allows us to strike the right balance between risk and reward.

Tactical risk management

Protecting your wealth from market volatility is a key aspect of our strategy. By implementing proven risk management techniques, we aim to safeguard your portfolio while still pursuing opportunities for growth.

Data-driven investing

Our team constantly has a finger on the pulse of the markets, as we leverage real-time data and insights to make informed, timely decisions that help us stay ahead of the curve and capitalize on emerging trends.

A sophisticated, long-term approach

Our investment approach is all about balance – ensuring that your wealth is both protected and positioned for growth. We achieve this through three key elements:

Dynamic asset allocation

We strategically allocate your assets across a range of investment options, ensuring your portfolio remains flexible and responsive to market changes. This allows us to strike the right balance between risk and reward.

Tactical risk management

Protecting your wealth from market volatility is a key aspect of our strategy. By implementing proven risk management techniques, we aim to safeguard your portfolio while still pursuing opportunities for growth.

Data-driven investing

Our team constantly has a finger on the pulse of the markets, as we leverage real-time data and insights to make informed, timely decisions that help us stay ahead of the curve and capitalize on emerging trends.

An elderly couple sitting together on a bench.

I appreciate Paul’s dedication to detail and how he keeps me informed about the markets as well as how my investments are performing based on my goals. The whole team is very knowledgeable and shares his dedication to customer service. In our years together, they have provided us with much assistance as we transitioned from work to retirement.”

— Robert & Angela G., clients for over 10 years

I used to manage my own finances, but after switching to a new role, I could not find the time to stay on top of my investments nor to research financial trends and new opportunities. I was then introduced to Paul and immediately liked his client-focused approach. Paul was an invaluable asset when my wife received subpar service from another bank resulting in them overcontributing to her RRSP – he helped us switch over her accounts, guided her through the resolution process, and introduced us to a local accountant who helped determine the appropriate course of action to solve and prevent this from ever recurring. I appreciate Paul’s dedication to detail and how he keeps me informed about the markets as well as how my investments are performing based on my goals. The whole team is very knowledgeable and shares his dedication to customer service. In our years together, they have provided us with much assistance as we transitioned from work to retirement.”

— Robert & Angela G., clients for over 10 years

Your wealth tells a story – of hard work, careful planning, and dreams for the future.

 

At Kuno Family Wealth, we’re dedicated to helping you write the next chapter.

Contact us