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.
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.