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| We start by learning about you It begins with a discussion to understand your goals and priorities relating to your family, work, lifestyle and money. We help individuals, families, entrepreneurs and business professionals by provinding expert financial advice. Working together is what sets us apart Our multi-disciplinary team will work with you, bringing expertise on investment management, trusts and estates, banking, lending, business succession, tax, and philanthropy. We help simplify the complex Our team of experts challenge eachother to bring you our best thinking and perspectives. Then we help navigate the complex layers involved in Managing your wealth to make a positive difference for you. |
A Full Spectrum of Advice
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
Education: Information and resources to help you participate in – and maintain ownership of – your financial future
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
Estate Planning: An effective action plan to ensure that your wishes are secured
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment
Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
Retirement Savings: Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
The right Investment strategies to meet your needs.
An investment advisor can help you achieve your financial goals.
Contact us today.