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
