Build your business and personal wealth with expert advice

Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.

Our business owner solutions can be ideal if you need help:

  • Managing business and personal assets separately but efficiently
  • Investing, preserving and maximizing surplus cash
  • Designing a succession plan for a smooth transition
  • Creating diversified, tax-efficient income with the sale proceeds
  • Protecting against the sudden loss of a key employee using insurance solutions
  • Safeguarding personal and business assets from adverse events
  • Building employee loyalty with employer-sponsored retirement plans

Do you have generational wealth? 

We generate tax friendly income to match your spending
Your capital gets passed on to the next generation

Private Investment Management is different: 

  • We transition high-net-worth clients away from costly products
  • We skip the middleman resulting in lower fees for investors, which leads to better returns 
  • We apply a disciplined approach to design your portfolio with stocks and bonds 
  • We involve a compliance team to manage portfolio risk 
  • We are the largest private investment counsel business in Canada 
  • We have a proven track record 

The highest credentials at your service 

Only a select group of highly qualified advisors offer discretionary portfolio management services. 

Find out how your investments can benefit from this elite level of portfolio management. Contact us today to arrange a meeting. 

Family Wealth Management

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Retirement Planning

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Business Owner Planning

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Estate Planning

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