When do clients come to us?

Clients come to us when they have accumulated a sizable investment or retirement portfolio, and recognize that guidance from a trusted advisor is crucial in maintaining and growing their portfolio. Our clients include:

  • Healthcare professionals who require assistance with their personal assets and professional corporation assets
  • Business owners who need help managing personal and business assets focusing on tax efficiency
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Farmers looking for guidance with farm transfer or sale through proper planning
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

New clients also seek us out when they are unsure of the quality of advice they are receiving with their current advisor. In far too many situations, clients simply are not aware of the fees they are paying for the management of their wealth. In many cases, simply not hearing from their advisor, makes their business feel unappreciated.

It is very common for new clients to approach us after experiencing a number of life changing events. These might include:

  • Achieving an important career or business milestone

  • Going through a separation or divorce

  • The transition into retirement

  • Coping with the loss of a loved one

  • Receiving an inheritance or other large lump sum of funds

  • The sale of personal assets, real estate or business interests

  • Exercising equity options within their firm