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

4 Things to Consider when Buying a Dental Practice in Canada

Buying a practice versus building your own from scratch: Here's what you need to know.

Why can’t the stock market shake off the downward pressure?

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

Planning for retirement

I have prepared many retirement plans and always discussed the "what if inflation increases" as a scenario... now it is here. There...

Dr. Nel Wieman on being an Advocate and Canada's First Female Indigenous Psychiatrist

Dr. Nel Wieman, Canada's first female Indigenous psychiatrist, on breaking down systemic barriers and amplifying Indigenous voices.