Investing with Strategy and Purpose

We apply a personalized, goal-centered approach for managing the wealth of affluent families. This approach is designed to help navigate an increasingly complex financial and economic environment, and is based on a foundation of integrity, transparency, and family values. We are committed to building long-lasting relationships with our clients.

Guidance and Solutions

  • When can I retire and how much can I afford to spend in retirement?

  • When should I start drawing from the Canadian Pension Plan?

  • Is my family protected in the event of an unexpected death?

  • Is it better to focus on paying down the mortgage or adding to our investments?

  • Is there a way to ensure that my money is invested ethically, according to my values?

  • What is the best way to structure my estate to minimize taxes?

  • Should we consider a trust in our wills?

We address your questions using a holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.