Skip Navigation

Contact Us

David Parsons
Jennifer Huycke
Jaclyn Martino

First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3

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