Our Services

Tax Management

  • Review current and future tax situations

  • Uncover opportunities to save taxes or defer taxation

  • Develop strategies to cover future tax liabilities

Investment Planning

  • Review and assessment of current investment portfolio(s) held at other institutions to determine if there are opportunities to enhance your financial potential.

  • Establishment of investment objectives

  • Asset allocation strategy and security selection

  • Portfolio design and security selection

  • Investment management and advice

  • Selection and monitoring of investment managers

  • Portfolio review and rebalancing

Retirement Planning

  • Develop strategies for meeting goals such as:

    • Determine additional savings needed

    • At retirement develop a tax efficient income strategy

Legacy Planning

  • Assess current and potential estate value

  • Determine obligations (debts, dependents, taxes, probate costs)

  • Identify estate planning issues and opportunities

  • Devise strategies to fund obligations and wishes

  • Business succession planning

Income and Asset Protection

  • Income continuance planning (life and disability insurance)

  • Develop asset protection strategies (mortgage, life, business continuation and critical illness insurance as well as insurance for estate planning)

Credit and Banking Strategies

  • Effective credit management - mortgage, line of credit, personal and business loans

  • Cash management

Philanthropy

  • Strategic philanthropy and charitable giving solutions