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