Building Durable Wealth
Funding Future Legacies
WHAT WE OFFER:
We offer Professional Wealth Management and Integrated Planning which is coordinated across the full spectrum of financial matters including:
- Investment & Portfolio Management
- Goals Based Investing
- Tax Consulting & Optimization
- Financial Planning
- Retirement Income strategies
- Protecting your Estate and Legacy
- Insurance Needs Assessments
- Credit & Lending (Business and Family)
For us it’s all about helping families grow and protect their wealth, to last them throughout retirement, and also fund a future legacy
WHO WE TAKE CARE OF:
We work with private investors and their families who benefit from a fully integrated wealth management approach. These include:
- Retirees wanting to maximize their after tax retirement income with special consideration given to their earned government pension income as well as estate and legacy planning.
- Busy Professionals who want to ensure they have a comprehensive wealth plan.
- Business owners needing a trusted financial partner to assist them in a variety of ways including unique investment strategies and business succession or transition.
WHAT MAKES US DIFFERENT:
The families we look after choose to work with us because:
- We focus on building trust and confidence
- We pride ourselves in building durable portfolios
- We believe resolutely in the importance of having a plan and managing controllable risks.
- We collaborate and coordinate tax sensitive financial planning matters with our clients’ tax professionals
- We utilize technical investment information and knowledge to help identify opportunities with prevailing market themes.
- We provide access to high net worth money managers all across Canada and the U.S.