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

Has the Fed won the war on inflation?

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

What are probate fees and can I reduce them?

Here is what you need to know about probate, what's included, and available ways to reduce them. .........

How to Ace your CaRMS Interview

6 tips to help you prepare for your CaRMS interview.

Do U.S. corporate earnings signal slow growth in 2023?

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.