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

The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Video: Bank of Canada makes final rate cut of 2024

The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.