We possess a global expertise that is rare in the private wealth counsel marketplace
We stay ahead of the curve – having developed our proprietary Goals Based Reporting that we share nationally.
Having the benefit of managing money overseas and in Toronto for large multinational corporations and pension plans provides us with a distinct advantage over our peers. Our globally experienced team focuses on state of the art solutions for clients whose net worth ranges from 1 million to 30 million and deliver value with our bi-annual Value Audit.
We are a multi-faceted team with over 200 years of Economic, Investment, Financial Planning, Banking and Estate Planning Experience.
“The discerning clients with whom we work expect a Respectful, Critically Minded, Compassionate, Innovative and Adaptive Wealth Counsel Group who puts their interests’ first. And, who is willing to take the lead role in organizing and driving their financial affairs towards achieving their goals”
~Christine D. Fortin June 2008
Our office is a welcoming and vibrant environment where our team thrives on inclusiveness and our clients have confidence knowing their ever evolving financial concerns are resolved by a team that is sensitive to changing needs, enormously respectful, clear, unabashedly detailed and critically minded.
