Why work with us?
We take a proactive, comprehensive approach to helping clients understand how all parts of their financial needs fit together. We leave no stone unturned.
- Advanced corporate tax planning
- Comprehensive family wealth management
- Corporate estate freezes
- Discretionary management designed, created and executed by our team
- Estate planning strategies
- Family trusts
- Individual Pension Plans
- Investment holding companies
- Personal tax-minimization strategies
- Retirement income planning and projections
Who do we help?
Our clients seek comprehensive wealth management services and professional guidance in managing investment portfolios with investable assets totalling $500,000 or above.
- Professionals needing in-depth wealth planning
- Individuals who no longer have the time or inclination to look after their investments and need a professional who will do so on their behalf
- Clients approaching retirement who need to explore strategies to maximize their after-tax retirement income
- Business owners needing advanced corporate and personal wealth planning
- Clients who need to protect and enhance the after-tax value of their estates
- Individuals selling a business
- Individuals who receive a large windfall such as an inheritance or lottery win
- Those clients who are unsure of their current investment advice and would like a second opinion
