Integrated wealth management expertise

• Development of a comprehensive financial plan that includes projections to determine if you are on track to meet your goals such as retirement, estate and risk management
• Help you take a financial planning approach related to every financial decision that impacts your life

• Recommend strategies to help reduce your familys tax burden
• Discuss strategies to minimize tax through structures such as family trusts, holding companies and insurance
• Provide specific corporate and personal tax planning strategies for business owners

• Discuss strategies to effectively transition from your business in a tax-effective manner
• Identify the missing elements of your succession plan and provide strategies and solutions to fill in the gaps
• Assist in implementing an Individual Pension Plan for yourself or your key employees as part of your succession plan
• Assist in providing you with an overall financial plan and contingency plan as part of your business succession plan

• Discuss strategies to effectively transition from your business in a tax-effective manner
• Identify the missing elements of your succession plan and provide strategies and solutions to fill in the gaps
• Assist in implementing an Individual Pension Plan for yourself or your key employees as part of your succession plan
• Assist in providing you with an overall financial plan and contingency plan as part of your business succession plan

• Discuss strategies to effectively transition from your business in a tax-effective manner
• Identify the missing elements of your succession plan and provide strategies and solutions to fill in the gaps
• Assist in implementing an Individual Pension Plan for yourself or your key employees as part of your succession plan
• Assist in providing you with an overall financial plan and contingency plan as part of your business succession plan

• Provide tax-efficient strategies to transfer your wealth to chosen beneficiaries
• Review your current Will and provide Will and estate planning recommendations consistent with your objectives
• Assist in implementing an Individual Pension Plan for yourself or your key employees as part of your succession plan
• Help you determine which trust solutions may be appropriate for you based on your family situation and your objectives

• Assist you in analyzing the need for insurance to provide for your loved ones due to disability or death
• Deliver creative insurance strategies to minimize tax, maximize your estate, increase retirement income or create a legacy

• Help you determine strategies and techniques to meet your retirement income goals
• Provide you with strategies to maximize your after-tax retirement income

• Provide creative strategies to minimize tax during your lifetime and maximize your estate for your holding company assets
• Provide robust, consolidated financial reporting to corporations owning significant investment portfolios and seeking professional administration

• Provide you with information and strategies on U.S. tax and estate planning related to issues such as purchasing U.S. properties, moving to and from the U.S. and U.S. citizens living in Canada
• Discuss international planning strategies and issues of owning foreign assets and having family members located outside Canada