We are Expert Managers working in partnership to provide Comprehensive Financial Wealth Management for High Net Worth Canadians.
Working With: Business Owners, Executives, Professionals, Inheritors, Retirees, Foundations and Women in Wealth Management.
We manage investment portfolios on a discretionary and non-discretionary basis. In addition, our clients receive comprehensive financial planning services, including retirement, tax, estate and risk management planning. For business owners, we coordinate business succession planning. We work in concert with our clients legal, accounting and business advisors.
Our clients have customized service plans that include pre-scheduled meetings and consistent communication. Our clients consistently receive a high level of service and proactive communication.