Among the individuals and families we work with, a large number of our clients include ...
- those looking for assistance with managing family and multi-generational wealth.
- entrepreneurs, health care professionals and lawyers.
- active people who are looking for peace of mind by delegating the day-to-day portfolio and wealth decisions.
Our clients include a number of business owners who…
- need to implement strategies such as tax-minimization, insurance and risk mitigation and would like to maximize their retirement pension income.
