Our Clients
We serve a wide range of clients from varied backgrounds and with different needs, including:
- Pre-retirees who want to make the most of their retirement savings as they approach retirement
- Retirees requiring innovative strategies to maximize their after-tax income, while protecting their financial security
- Business owners to manage their personal and business assets
- Professionals requiring assistance with their personal assets and a trusted partner with shared clients
- Successful executives looking to enhance the growth of their wealth
- High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
- Well established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more
- Philanthropists looking for creative ways to enhance their legacy to chosen charities
- Associations, Estates and Foundations looking to protect and grow assets under professional care.
- 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
* Licensed across Canada and Florida
