Tailored planning for decision makers

 

Maximize your compensation

Towards the end of fiscal, you have large decisions to make both at work and in terms of your compensation. We’ll help you understand your stock options arrangement and schedule, and identify opportunities to optimize your earnings.

Plan for the long-term, today

First, we listen. Then we help you navigate life’s various twists and turns with superior portfolio and wealth management services.

Transition to your next opportunity

Sometimes a moment of transition requires immediate advice. Often, it involves high levels of complexity and irreversible decisions. We’re here to provide thoughtful guidance.

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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Let’s talk about your strategy

 

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