We go beyond investing

Since 1985, our team’s purpose has remained unchanged: provide clients, at each stage of life, with expert advice and steady progress towards their wealth goals.

Sound investing strategies play a big part, but there’s more to building and protecting wealth than a rate of return. That’s why we go beyond investment management to coordinate and collaborate with our partners in financial planning, tax minimization, insurance solutions, estate planning, and more, who help us ensure your entire financial life is taken care of. We also work closely with your accountant, lawyer or other professionals who help us better help you.

Financial planning >

Whatever your finish line looks like, steady progress towards it depends on a strong road map. We use something called myGPS™, our firm’s advanced financial projection tool, to generate a thorough report of your current financial picture and the actionable steps that will help you get to where you want to be.

Or, for more complex circumstances, we bring in our financial planning partner at RBC Wealth Management to take an even deeper dive. They will analyze your wealth strategy to uncover risks and opportunities, and advise on your path forward.

Whatever level of planning is required, we are here to ensure you can:

  • Enjoy your wealth today
  • Achieve the retirement you’ve envisioned
  • Support your family’s education or well-being
  • Be ready for unexpected expenses that come your way

Tax-efficient strategies >

By leveraging Geoff Pearlstein’s accounting background, and working closely with your professional accountant as needed, we make sure your financial road map is air-tight from a taxation perspective. Together, we help:

  • Preserve your current wealth
  • Maximize your after-tax retirement income
  • Integrate business and personal tax strategies
  • Protect the value of your estate over the long term

Insurance solutions >

We don’t just mean your life insurance policy. Today, sophisticated insurance products help ensure future wealth for you or your family, and can go a long way to reduce your overall tax burden. We work closely with our partners to build strategies that:

  • Protect your wealth from the unexpected financial burden illness or accidents
  • Can enable personal and corporate tax savings
  • Build wealth for your estate or charitable contribution

Will and estate planning >

Leveraging Michael Pearlstein’s extensive experience with Wills and estate planning, and partners when appropriate, we help you build and solidify the legacy you’ve envisioned for your family and community. We address all your estate goals and concerns, and weave a personalized estate plan into your overall financial road map to:

  • Allow a seamless transition of wealth to the next generation
  • Minimize the time and costs associated with probate
  • Ensure your gift is used and treated the way you intended

Investment approach

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Working together

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Working with your experts

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