Clients we are helping



We service many types of clients
 

Our clients come from all backgrounds, with varied and colourful histories and stories. Many of our clients have come to us by referral from their friends and families, as well as trusted partners like accountants and lawyers.

Our clients are:

 

  • Professionals and Business Owners that have been working hard to build a comfortable retirement lifestyle

 

  • Families with young children and/or aging parents that want to preserve and grow their financial assets

 

  • Younger investors and professionals who follow a disciplined savings and long-term investment strategy to build wealth and financial freedom

 

  • Retirees who are in 'spending' mode and are using their financial assets to enjoy a comfortable retirement; at the same time preserving wealth for the next generation

 

  • Clients that have philanthropic, insurance, tax and estate planning needs