Our clients

Our professional wealth management services are ideally designed for long-term oriented clients who are prepared to make a serious commitment to improve their financial affairs. Maintaining a high degree of transparency and educating our clients allows us to offer an experience built, not only upon the principles of professional wealth management, but upon a foundation of trust. Our clients include:


  • Executives and professionals looking for expert financial assistance
  • Pre-retirees and retirees looking to maximize their retirement savings and those seeking guidance on wealth transfers

Corporations and Trusts

  • Business owners and self employed professionals at all stages of development
  • Entities requiring professional management of their investments and cash balances

Philanthropists and Not-for-profits

  • Philanthropists looking to enhance their legacy to chosen charities
  • Non-profit organizations requiring investment assistance