Our Services

Wealth Management goes beyond investment advice and money management to address a wide range of issues related to both your financial and life goals.

Whether you’re looking for personal wealth management for yourself, your family, or your business, we have the expertise to help you achieve your goals.
 

Investment Solutions

When it comes to building the ideal portfolio, it is important to find the most appropriate investments based on your unique values, comfort level with risk exposure, and portfolio size.

As part of our disciplined Wealth Management process we will create a personalized plan that considers your tolerance for risk, your ideal portfolio structure, and the investment strategies we will employ to achieve your goals.
 

Financial Planning

We understand that your investments are only one part of your overall plan to:

  • Enjoy your wealth

  • Save for your retirement

  • Help with a loved one’s education

  • Build and transfer your estate

  • Create a legacy through charitable gifts

A comprehensive financial plan is built from a detailed analysis of your current situation and explores opportunities that will ensure you are on the right course. With the help of our accredited financial planning expert, our team will provide you with a plan that maps out strategies to achieve your goals.
 

Tax-Efficient Strategies

Implementing tax-effective strategies to maximize your wealth is an important part of your wealth management plan. We can help to:

  • Preserve your current wealth

  • Maximize your after-tax retirement income

  • Integrate your business and personal tax strategies

  • Protect the value of your estate for the future
     

Insurance Solutions

Integrating insurance solutions into a wealth management plan is about more than a life insurance policy. Depending on each client’s unique situation our insurance specialist can develop strategies that:

  • Protect your wealth from the unexpected financial burden of illness or accidents

  • Help you benefit from personal and corporate tax savings

  • Build wealth for your estate or a charitable contribution

  • Minimize the impact of taxes on your estate
     

Will and Estate Planning

Our legal Will and Estate expert can help simplify the complex estate planning process so you don’t have to make any compromises to your legacy. Our team can help address your estate planning concerns and objectives, and recommend the steps you need to take to achieve your goals. Whether it’s updating your will or creating a new one from scratch, establishing a trust for your loved ones, or setting up a charitable foundation, we can incorporate tax-efficient strategies to your plan.