Personalized Wealth Management
Wealth Management strategies customized for your unique needs.
Our team provides comprehensive investment management and financial planning for high-net-worth individuals, families and business owners. We follow a disciplined process and investment strategy to simplify your financial affairs and provide peace of mind.
Our goal is to ensure that our clients are in the best position possible with respect to all of their financial affairs. See our Commitment to Clients.
Who we help: To maintain our high level of standard for in-depth and personalized service, we work with a smaller number of clients with $500,000 or more in investable assets. While there is no standard demographic, our clients are typically business owners, retirees and pre-retirees who require ongoing advice and guidance for both their investment portfolios and overall wealth management plan.
We also specialize in working with non-resident clients. This may be the family that decides to retiree and move overseas permanently, or someone who is overseas temporarily for work or other obligations. We provide ongoing investment management and advice while you continue to enjoy the benefits and security of working with Canada's largest financial institution.
Our Services: While Investment management is the core of what we do, your relationship with us includes a comprehensive offering of additional services and advice, which include the following:
- Financial Planning
- Tax Planning
- Retirement Planning
- Will and Estate Planning
- Charitable Giving
- Credit & Lending
- Business Owner Planning