Elite advice for household names

 

Keep as much of your earnings as possible

Seven-figure incomes face a variety of unique tax and planning challenges. We’ll work shoulder to shoulder with your existing advisors to make the most of each royalty or pay cheque.

Ensure your earnings last beyond retirement

With careful planning and a long-term investment mindset, we’re committed to making sure you have enough put away for retirement.

Simplify your financial affairs

Our sports and entertainment clients face time constraints and complex financial needs. From cross-border banking to custom lending solutions, we coordinate your day-to-day affairs.

Athletes, Leagues, Teams, Team, Owners graphic.

One-stop-shop wealth management

You’re more than an athlete, you’re the CEO of you. It’s not just about managing money and watching markets. It’s arming you with the right partners and guidance to make smart decisions, build a foundation, and protect yourself.

Cross-border residents

Cross-border planning for Americans in Canada, Canadians in the U.S., executives, estates and cross-border families.


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Family office approach

Strategic support of your family’s wealth and legacy

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