• Pre-retirees who want to make the most of retirement savings
  • Retirees requiring innovative strategies to maximize their after-tax income while protecting their financial security
  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients
  • Business owners to manage their personal and business assets
  • Well established families seeking professional guidance transferring wealth to the next generation in a tax efficient manne 
  • Associations, Estates and Foundations looking to protect and grow assets under professional care.

* Licensed across Canada and Florida

  • Individual Pension plans that require long-term management for those who have a need for additional retirement income beyond what can be provided for within RRSP limits
  • The experience to provide integrated financial advice