Through our first-class team and extensive network of relationships, we offer the following wealth management services:
 
  • Investment Advice & Execution, with global coverage of GICs, bonds, stocks, mutual funds, exchange traded funds (ETFs), closed-end funds, futures, options, foreign exchange, flow-through shares, etc.
  • Financial & Retirement Planning
  • Tax Minimization Planning
  • Will & Estate Planning
  • Insurance
  • Business Succession Planning
  • Personal Private Banking
  • U.S. and International Tax & Estate Planning
  • Charitable Giving & Gifting of Securities
  • Employee Stock Option Exercise & Group Retirement Services