Our Services

Wealth Management Solutions

  • Investment management advice offered on a discretionary or advisory basis

Financial Planning

  • Goal setting

  • Cash-flow analysis

  • Net worth assessment

  • Investment planning

  • Retirement planning

  • Income and asset protection

  • Estate planning

  • Tax efficiency

Investment Planning

  • Establishment of investment objectives

  • Asset allocation strategy development

  • Portfolio design and strategy selection

  • Investment management and advice

  • Selection and monitoring of investment managers

  • Periodic portfolio reviews and rebalancing

Credit and Banking Strategies

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

  • Cash management

Retirement Planning

  • Identify goals

  • Evaluate expected income

  • Determine additional savings needed

  • At retirement, develop a tax-efficient income strategy

Protecting Your Lifestyle

  • Income continuance planning (life and disability insurance)

  • Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long term care insurance and insurance for estate planning)

Legacy Planning

  • Assess current and potential estate value

  • Determine obligations (debts, dependants, taxes and probate costs)

  • Identify estate planning issues and opportunities

  • Devise strategies to fund obligations and wishes

Tax Efficiency

  • Review current and future tax situations

  • Uncover opportunities to save taxes or defer taxation

  • Develop strategies to cover future tax liabilities

Business Financial Services

  • Access to Commercial Banking Specialists

  • Business investment management

  • Succession planning and business transfer assistance


  • Establish a donor advised fund or private foundation