Integrated Planning

Today, More and More Successful Individuals are being Overwhelmed by the Sheer Extent and Complexity of their Financial Lives.

The more complex your financial situation, the more you may need the services of Gorenstein Wealth Management. Where you are selling a business and are faced with complicated decisions regarding tax, legal and financial management, we can handle these issues.

If you are looking to build generational continuity using family trusts, philanthropy, and estate planning, our team would allow you to address all those challenges and more.

The Gorenstein Wealth Management is the ideal solution for obtaining complete financial management from a highly qualified dedicated team of professionals.

How You’ll Benefit from Working with Our Team

Access to a personalized dedicated team of multi-disciplinary professionals

Objective financial advice and access to RBC Dominion Securities global reach - the largest wealth management firm in Canada - a smarter way to diversify your portfolio

Confidentiality and discretion

Integration of tax, investment and estate planning strategies to optimize family results

Peace of mind that all compliance needs are taken care of and opportunities are not being missed

Access to best practice based on our experience with other successful individual/business owner like you

Experience and sensitivity to ways families can truly sustain their wealth (family education, governance, succession planning, articulation of values, helping you consider the purpose of the family wealth)

We know our clients by name, not an account number. We have built successful and lasting client relationships by providing excellent client service.

A Customized Approach Built on Many Years of Experience

We have developed a sound- customized approach to investment management built on many years of experience with high net worth and family office client portfolio management which gives you access to world-class strategies that combine to complement risk-adjusted returns.

We have a depth of tax and financial planning knowledge and can bring this to your portfolio to ensure its most tax effective management. And we are a small boutique firm so we can provide you a highly customized approach and you will work with the same small team of advisors who know all aspects of your financial situation.