As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and require professional assistance with the management of your wealth, Claire can help.

As one of the leading wealth advisors in the Greater Toronto Area, Claire provides a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Claire is supported by a team of professionals, including Associate Tina Deroy, Estate Planning Specialist Colin Ardill, Will and Estate Consultant Ariel-Charles Guigui, Financial Planning Specialist Janice Walsh and Financial Planning Consultant Kevin Ryan. Combined, Claire's team offers over 75 years of experience in the financial services industry.
 
Who we work with:
  • Affluent professionals and retirees looking to preserve and protect multi-generational wealth
  • Business owners working towards improving their wealth management strategies and ensuring their financial affairs are in order

How we add value:

  • Providing exclusive boutique wealth management services tailored to meet the needs of our clients and business owners at each life stage
  • Providing a comprehensive wealth management solution
  • Leveraging strategic relationships with leading professionals in taxation, estates, trusts, business succession planning and insurance
 
 

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