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

2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

Canadian Inflation pressures showing further signs of easing

Most of the drop in Canadian headline CPI growth to 3.1% year over year in October (just a touch above Bank of Canada’s 1% - 3% inflation...

Beneficiary and Successor Beneficiary explained

What is the difference between beneficiary and successor beneficiary ? Read on how beneficiary differences are explained through TFSA...

UK: Stagflation nation?

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.