• Over 25 years helping affluent families achieve financial peace of mind
• We shape your plan in keeping with your risk tolerance, investment preferences, and professional parameters
• We keep a constant view toward tax efficiency and suitable asset allocation.
• Our expertise encompasses multi-generational investment and financial planning, insurance, estate planning, RRSPs, RESPs, TFSAs, Trust and Corporate accounts.
• Regularly scheduled reviews keep you informed and ensure your plan remains strategically aligned with your needs.
If you would like a relationship based on trust and a process that delivers peace of mind, please call the Colenbrander Wealth Advisory Group:
Alexa Colenbrander MBA
Vice President and Wealth Advisor: 416-359-5440
Jeff Wilson MAcc, CFP®
Investment Advisor: 416-359-8524