We advise business owners, C-suite corporate executives, professionals, retirees and affluent families – busy people who recognize the value of entrusting dedicated professionals to manage and coordinate all their financial details and help them achieve their goals. We’re here to help everyone who needs us, but we specialize in advising mature investors:
We can add the most value once people have built some net worth, are starting to think about retiring, appreciate the value of tax planning and cash flow management, and face challenging and conflicting financial decisions.
Many of our clients are in the “sandwich generation:” they want to educate their children and care for elderly parents while planning to ensure a decent income stream for themselves in retirement.
Most of our clients also have business matters to consider as well – they own, operate or run companies in Canada and internationally and appreciate our ability to manage both their personal and corporate wealth advisory, banking and borrowing needs.
Contact us today.
David B. Totten