We are a committed, multi-disciplined and experienced team. With our expertise in planning and goals-based investing, as well as access to consultants and experts in tax, law, trusts, business succession, and insurance, our team is able to build comprehensive wealth plans that focus on the goals of our clients.
2. Our Consistent & Personalized Process
Our four-step phased approach to planning your wealth includes a Discover stage to dig deeper into your goals, preferences and potential obstacles. Second we Propose a personalized financial plan and look to what high-net-worth services and implementation/transition schedule is required. Third, we Implement the plan, phase in investment recommendations, and enrol you in identified high-net-worth services. Fourth, we Monitor progress according to the plan and adjust as needed. See Our Process tab for further details.
The investment plan component is based on our core investment philosophy; Maintain Objectivity & Discipline, Manage Risks, and Tax Smart Investing.
3. Our Dedicated Services Designed to Help Simplify Your Life
Our additional services are aimed to help simplify your life and streamline your wealth plan needs, including services relating to wealth transfers, charitable giving, estate administration, personal lifestyle services, business succession, philanthropic, and cash management.