Who we are.
We are a specialized team that works exclusively with a small number of wealthy executives, business owners, and their families.
Why we’re different.
Similar to a family office, we have the experience and education to manage family relationships like you would a business - we create financial statements, measure and mitigate risk, create efficiencies from a tax and asset perspective and financial literacy across generations.
We are one of the few teams in Canada who are able to work exclusively with clients that have complex needs as it relates to Wealth Management.