Toll Free: 800-387-9314
50 Burnhamthorpe Road West
2825 Eglinton Avenue West
We get to know you as an individual.
We take the time to understand and listen to your financial needs.
We will design a plan
that is in line with these needs and objectives and provide you with an unbiased recommendation.
We take the time to ensure you are comfortable implementing the plan
and then we will invest your money as we were investing our own.
We do a comprehensive review of all the available investment solutions and implement the best one for you by engaging outstanding money managers from around the world to manage your portfolio.
When required, we engage other wealth management professionals
(i.e. Wealth Management Consultants, Tax Specialists, Estate & Trust Planning Specialists, Estate & Insurance Advisors, Mortgage Specialists, Banking and Lending Specialists, and Trust Specialists) to ensure we have covered all the different aspects of your wealth plan.
We will meet with you on a regular basis, and as needed, to review
your investment and financial plan and make any necessary adjustments
along the way to ensure you remain on target in meeting your goals.