Affluent individuals and multigenerational families. We involve the whole family in the wealth management process. Creating and expanding relationships is our strength and mission. When sons, daughters and grandparents join the conversation and dialogue is open and honest, everyone is informed and engaged and families are best positioned to build wealth that can last for generations. We can help your sons and daughters to save for a first car or first home, help them start to invest and learn the basics of wealth stewardship. When they start a family, we can help them invest for their children’s education. Later in life we will guide them through the executor process as they administer your estate or engage BMO Trust Company to provide executor services. In addition, we can assist your parents with legacy planning, help them generate a steady income from their investments, and assist with their account management and estate planning. Incorporated professionals and small businesses. Our business clients range from those who set up holding companies for tax purposes to those who own and operate robust family businesses. Whether you need to unlock capital from your company tax-efficiently or wish to invest operating business cash reserves tax-consciously, we can assist you with astute strategies for all stages of your business lifecyle. Before we invest your assets or make any recommendations, we will get to know you and your business or practice very well. We will learn what drives you, your vision of the ideal retirement, your personal and professional goals, and your lifestyle priorities. We can help you:
Invest the reserve funds in your holding or operating companies or professional corporation, working strategically to achieve your growth targets.
Set realistic expectations and put a full-circle wealth plan into place to put you on track to reach your goals at all stages of your business or practice.
Select the right investments to generate a regular income stream and keep cash on hand to buy investments at bargain prices if the markets turn volatile.
Draw money from your holding or operating companies or practice tax-effectively using different strategies.
Plan for and manage your cash flow requirements.
Manage other complex business challenges.
We will work in collaboration with your accountant to:
Understand the net impact of your investments and wealth plan from a tax standpoint,
Help you structure your shares to maximize your tax planning, and
Maximize legal tax optimization strategies.
The Ismaili community. We embrace and advise those who follow the Aga Khan. We share their belief in the importance of seeking knowledge to better ourselves and society, building bridges of peace and understanding with all people, and sharing our time, talents and wealth to improve the quality of life in our community. The LGBTQIA+ community. Everyone is valued and welcomed here. We have many strong client relationships across the gay community that originated with Gavin Clark. We continue to support Casey House and Fife House in Gavin’s memory and in support of our LGBTQIA+ clientele. Government entities and NGOs. Our clients include Charities, Condominium Corporations, Business Improvement Associations, Government Institutions and a Museum. We manage their cash flows, maximize their interest rates while focusing on guaranteed returns, and provide helpful, responsive service.