Wealth Planning


We believe that a thoughtful financial plan is invaluable to the investment process. Our clients receive ongoing support from a team of dedicated in-house financial planners who work with you to create a personalized Wealth Plan that aligns with your retirement and estate goals. Your Wealth Plan becomes a living document that is continuously monitored, reviewed and updated as you reach new milestones and your financial circumstances evolve.

CFP — Certified Financial Planner
CPA — Chartered Professional Accountant
CFA — Chartered Financial Analyst
CLU — Chartered Life Underwriter
TEP — Trust & Estate Practitioner

Areas of Expertise

  • Retirement Planning

  • Insurance Planning

  • Tax Planning

  • Trust and Estate Planning

  • Business Succession and Career Transition

  • Philanthropy and Charitable Giving