Personalized wealth advice from our family to yours

Tharshan Ilangovan, CIM                                

Senior Portfolio Manager & Wealth Advisor

High-Net-Worth Wealth Advisory Team

Risk management comes before wealth management

To help fulfill all of your wealth management concerns and planning, we work with an in-house team of specialists, including tax, financial and estate planning professionals, as well as business owner specialists to help with more complicated tax, business and estate planning. Together we assist you with:

  • Planning and saving for retirement
  • Generating investment income during retirement
  • Tax-minimization strategies such as income-splitting
  • Lifestyle and estate protection using insurance-based strategies
  • Trust structures for family wealth transfer and education savings
  • Helping you create your legacy through our charitable donation program
  • Maximizing the value of your business for sale, and preparing an effective succession plan

Business Owners

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Medical Professionals

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International

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Recent Blog Posts

As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

How might markets handle rising geopolitical heat?

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

GTA Home prices

Lots of noise around real estate and interest rates, but with good reason ! Read on to see how much of an impact rate increases has...

Clinic Recruiting 101: 6 Tips to Hire the Best Front Office Staff

Whether you're a physician or a dentist, your front office staff is critical to your success of your practice. Here is some advice.