We possess a global expertise that is rare in the private wealth counsel marketplace
We stay ahead of the curve – having developed our proprietary Goals Based Reporting that we share nationally.
Having the benefit of managing money overseas and in Toronto for large multinational corporations and pension plans provides us with a distinct advantage over our peers. Our globally experienced team focuses on state of the art solutions for clients whose net worth ranges from 1 million to 30 million and deliver value with our bi-annual Value Audit.
We are a multi-faceted team with over 200 years of Economic, Investment, Financial Planning, Banking and Estate Planning Experience.
“The discerning clients with whom we work expect a Respectful, Critically Minded, Compassionate, Innovative and Adaptive Wealth Counsel Group who puts their interests’ first. And, who is willing to take the lead role in organizing and driving their financial affairs towards achieving their goals”
~Christine D. Fortin June 2008
Our office is a welcoming and vibrant environment where our team thrives on inclusiveness and our clients have confidence knowing their ever evolving financial concerns are resolved by a team that is sensitive to changing needs, enormously respectful, clear, unabashedly detailed and critically minded.
Listen to the latest Podcasts
Discussion with Larry Zelvin and Sylvain Brisebois
Larry discusses he rise in cybersecurity threats and steps we can take to better protect ourselves. Click here to listen.
Discussion with David Walwyn and Sylvain Brisebois
David discusses the advantages of having a professional trustee administer a testamentary trust. Click here to listen.
Discussion with Elizabeth Creates and Sylvain Brisebois
Elizabeth discusses how testamentary trusts can be beneficial in structuring an inheritance. Click Here to listen.
Discussion with Doug Porter, Lesley Marks, and Sylvain Brisebois
Summary of their thoughts on the implications of the Federal Government Deficit in Canada. Click here to listen.
Discussion with Robert Kavcic and Sylvain Brisebois
Robert discusses how COVID-19 has effected the Real Estate markets. Click here to listen.
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