We offer an individualized and unique approach to ensure we build strategic and secure wealth plans for high net worth Canadians. Although the stages of life are fluid and everchanging, we will guide you along your personal path by making swift transitions to cater to your individual needs as you advance in the game of life.
What’s Your Current Stage in Life?
Young Professional? We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.
Business Owner/Entrepreneur? Whether you have a start-up or a mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax planning, succession planning, etc.
Parent, Guardian, or Primary Caregiver? We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.
Pre or Post Retiree? We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counselling at family meetings to share your thoughts, wishes, and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
Whichever stage you may be at in life, we can help you grow your wealth to give you the comfort and peace of mind of your financial future for you, your family, and generations to come.