Our ClientsProfessionals & Business Owners

We serve a wide range of clients from varied backgrounds and with different needs, including:

  • 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 income, while protecting their financial security
  • Business owners to manage their personal and business assets
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients
  • Successful executives looking to enhance the growth of their wealth
  • High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
  • Well established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Associations, Estates and Foundations looking to protect and grow assets under professional care.
  • Individual Pension Plans that require long-term management for those who have a need for additional retirement income beyond what can be provided for within RRSP limits

* Licensed across Canada and Florida