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After several decades in the industry, we have found that the most common questions we receive from our clients were: “How can I maximize my after-tax savings?” and “How can I pass on my wealth efficiently for my family?”
While the answers might look different for each individual client, there is one thing they all share – the desire to have someone they trust manage their wealth. And that’s where our team comes in.
who are seeking advice on how to transfer their wealth to future generations in the most tax-efficient way possible
who are looking to enhance the growth of their wealth
that are looking for a trusted partner with shared clients and guidance with their personal assets
who are looking to meet their specific investment requirements
who need help managing their personal and business assets
including doctors, dentists, veterinarians, and pharmacists
who require innovative strategies to maximize their after-tax retirement income while preserving their capital
A long-standing advocate for the Canadian National Institute for the Blind (CNIB), Daryl formerly worked as a counsellor and today he proudly serves as an Advisory Board member.
In September, Daryl Knudson, Senior Portfolio Manager, presented his team’s annual branch donation – this year, for $3,500 – to Leah Walker, Executive Director of the South Muskoka Hospital Foundation.
This great organization is important to our team as the South Muskoka Hospital provides exceptional care for our clients who live in and around Muskoka.
