Philip Holloway
Jacqueline Lee
Tony Stephens

Address
1 First Canadian Place
44th Floor
Toronto, ON
M5X 1A1
Map

Specialties:

We help clients maximize opportunities relating to portfolio and investment management, tax minimization, estate planning, trust creation, risk management, capital preservation, philanthropy, and inter-generational investment and tax planning.


What do we do?

We provide our clients, their families and their businesses with comprehensive wealth management strategies and solutions. Our wealth planning services range from full brokerage services and portfolio management to comprehensive financial planning services including retirement, estate, insurance, and succession planning for individuals and family businesses. We maintain ongoing relationships with select bankers, accountants and lawyers who offer their perspective and advice. These consultative services enable us to provide customized solutions that help our clients achieve their goals.

Why do we do it?

We strive to give our clients the peace of mind and security they deserve. We do this by educating and guiding them through the variety of financial issues that may affect their lives and their future. We develop strategies to create effective solutions and oversee their implementation.

Who have we done it for?

We service a diverse group of established clients that include; business owners, corporate executives, professionals and retirees. Many of these clients have worked hard to accumulate their wealth and are looking to transition their investments and assets to the next level in wealth management. Our clients recognize the value of having a group of dedicated professionals working on their behalf. They have entrusted us with helping them achieve their financial goals.

What makes us different?

Our process provides clients with access to a group of dedicated specialists motivated to work on their behalf. This process includes accountants, lawyers, insurance specialists, bankers, and of course, the full resources of BMO Nesbitt Burns.

Why should you do business with us?

We use our expertise and experience to help our clients with all aspects of their financial and investment well-being. We are committed to providing our clients with the highest level of investment support and service.
 
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