1 First Canadian Place
39th Floor, P.O. Box 150
Family Office is Our Passion
Money can be a challenge to manage; however, there are family dynamics that may be even more challenging.
Over 38 years we have experienced many family situations where the focus is primarily on the investments. We recommend that planning and risk management be given equal consideration.
Having counselled clients in conjunction with our in house planners, estate lawyers, tax accountants and trust officers we bring a comprehensive family office service to clients.
We work hard to gain trust and bring clarity to each client. Every family is different and our solutions are tailored to their individual needs.
A primary focus is on risk. From a poorly drafted will, inadequate communication to incomplete tax planning we address all potential sources of risk.
This family office work is our passion. We firmly believe our clients are well looked after.