Individualized solutions, exceptional results

Through our dedicated approach, we’ve helped hundreds of individuals and households with complex financial needs thrive – and we’re looking forward to working with many more. All of our clients benefit from personalized service, individualized portfolios, financial education, and so much more.

Business professionals

Prioritize your goals and create your business legacy.

Business professionals

You are actively growing your wealth through multiple ventures, with savings in both your personal and corporate accounts. Your life has been dedicated to both your work and your family, leaving you with limited time to manage your investment portfolio.

You are:

  • Unhappy with the time required to manage your finances
  • Concerned about the risk of financial loss
  • Worried about the ability of your children to manage wealth
  • Focused on growing and keeping your business viable and profitable

We offer:

  • Business succession planning utilizing a multidisciplinary advising solution
  • Professionally managed portfolios, tailored to individual mandates while optimizing tax efficiency
  • Access to a wide network of professionals, including lawyers and accountants
  • Education programs for the next generation
  • Regular information meetings, at a frequency determined by you
  • Education and guidance on financial matters
  • Easy-to-read, consolidated, and detailed reporting
  • Facilitation of the consolidation of investments and assets

Affluent families

Professional guidance for you, your children, and beyond.

Affluent families

Having successfully built a legacy over the years, you have mostly liquid wealth from the sale of a business, accumulated savings, and real estate investments.

You are:

  • Worried about taking on too much risk
  • Unsure who will manage your wealth when you are no longer able to
  • Concerned about estate tax liability

We offer:

  • Professionally managed portfolios, tailored to individual mandates while optimizing tax efficiency
  • A relationship management team providing personal service and expert advice, every step of the way
  • Collaboration with your existing professional team, including lawyers and accountants
  • Education and guidance on financial matters
  • Full family relationships (given appropriate qualified exemptions)
  • Financial planning covering retirement, estates, and taxation
  • Industry-leading investment reporting
  • Regular meetings
  • Facilitation of the consolidation of investments and assets

Widows and divorcees

A compassionate approach to managing finances after a change.

Widows and divorcees

Due to a significant transition or loss, you are faced with managing your financial portfolio on your own.

You are:

  • Worried about taking on too much risk
  • Unsure who will manage your wealth when you are no longer able to
  • Concerned about estate tax liability

We offer:

  • Professionally managed portfolios, tailored to individual mandates while optimizing tax efficiency
  • A relationship management team providing personal service and expert advice, every step of the way
  • Access to a wide network of professionals, including lawyers and accountants
  • Regular income payments to your bank account
  • Education and guidance on finance matters
  • Full family relationships (given appropriate qualified exemptions)
  • Financial planning covering retirement, estates, and taxation
  • Easy-to-read, consolidated, and detailed reporting
  • Regular information meetings, at a frequency determined by you
  • Facilitation of the consolidation of investments and assets

Sudden wealth recipients

A sophisticated plan to protect your windfall or inheritance.

Sudden wealth recipients

You have recently accumulated a significant amount of liquid wealth as the result of an inheritance, lottery winnings, an insurance settlement, or the sale of existing non-liquid assets such as a business or property.

You are:

  • Concerned about paying high fees for products
  • Unsure if your family is getting access to the best options available
  • Finding it difficult to compare providers

We offer:

  • Professionally managed portfolios, tailored to individual mandates while optimizing tax efficiency
  • A relationship management team providing personal service and expert advice, every step of the way
  • Access to a wide network of professionals, including lawyers and accountants
  • Education and guidance on financial matters
  • Full family relationships (given appropriate qualified exemptions)
  • Financial planning covering retirement, estates, and taxation
  • Easy-to-read, consolidated, and detailed reporting
  • Regular information meetings, conducted in a format that is convenient to you

Retirees

All-encompassing solutions that guarantee income for life.

Retirees

As an individual or couple within 10 years of your planned retirement date, you have mostly accumulated savings in a combination of registered and non-registered accounts.

You are:

  • Worried about meeting your retirement income needs
  • Unsure who will manage your wealth when you are no longer able to
  • Concerned about the transfer of wealth and tax liabilities

We offer:

  • Professionally managed portfolios, tailored to individual mandates while optimizing tax efficiency
  • A relationship management team providing personal service and expert advice, every step of the way
  • Access to a wide network of professionals, including lawyers and accountants
  • Regular monthly income to cover your retirement needs
  • Education and guidance on financial matters
  • Full family relationships (given appropriate qualified exemptions)
  • Financial planning covering retirement, Wills and estates, and taxation
  • Easy-to-read, consolidated, and detailed reporting
  • Regular information meetings, at a frequency determined by you
  • Facilitation of the consolidation of investments and assets

Need something else?

Let's discover how our team can meet your needs.

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Personal service and expert advice, every step of the way

Discover the difference our team can make.

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