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David Parsons
Jennifer Huycke
Sheldon Tweyman
Jaclyn Martino

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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High Net Worth Individuals

We work with high net worth individuals and families to provide comprehensive solutions to their unique integrated financial needs.

Our service offering includes:

  • Financial planning

  • Investment management

  • Insurance solutions

  • Tax reduction strategies

  • Legacy & estate planning

  • Inter-generational wealth transfer

  • Advice regarding trusts

  • Charitable giving strategies