When you meet with us we realize your time is valuable. We promise to review your current financial situation and look at ways that can improve your financial well-being.

Our team has the resources and expertise to ensure you have an appropriate and personalized plan that will work for you.

Investment and Asset Management

As part of our overall service offering we charge our clients an all in fee, which includes asset management alongside complementary life and wealth planning, intergenerational will and estate evaluation, business succession planning, and risk management.

Some clients prefer to be less involved in the day to day investment decisions, and some clients prefer to be more involved. We offer customized solutions for both.

For those who would prefer to delegate the investment decisions to us, after we determined your risk.

Discretionary Portfolio Management

  • Private Investment Management (PIM)

Sub Advised Portfolio Management

  • Unified Managed Accounts (UMA)

And for those who want to be a little more involved;

Non-Discretionary Portfolio Management

  • Advisor Account

Insurance Planning

Insurance protects you, and your family.

We review your insurance needs to ensure you and your loved ones are looked after appropriately.

Financial Planning

Whether it be Charitable Giving, Taxation, Retirement or intergenerational wealth transfer has worked with many families with complex needs and issues and brings together the professionals you need regardless of complexity.

Key Advisors

Many of our clients already have excellent lawyers and accountants. While we may offer guidance on tax and legal matters, we do not seek to replace any qualified Lawyer or Accountant that you work with. Rather we work closely with all of your key advisors as a team to ensure your financial matters are aligned with your objectives.