“Life is not predictable and neither is investing, unexpected problems are always going to happen. You can get past those problems if you make calm, clear, rational decisions. That is what we do. That is who we are.” ~John Duke
Wealth management is a comprehensive approach to achieving financial and life goals. It extends beyond investment advice and money management, encompassing lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.
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Who John can help
John's services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth.
- Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted financial affairs
- Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
- Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
- Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
- Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
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