1 First Canadian Place
"Sustainable wealth management goes the distance."
We are experienced professionals who managed groups within the capital markets divisions of Canadian banks. For decades, we have designed risk management and investment solutions for corporate, institutional and high net worth clients. We also co-founded an Investment Fund Manager licensed by the Ontario Securities Commission that structured and launched a tax-efficient global bond fund listed on the Toronto Stock Exchange.
Our Wealth Management Approach:
Our wealth management is tailor-made for each family based on a comprehensive financial plan that we establish at the inception of our relationship and review at least annually. Our asset allocation discipline follows four Guiding Principles:
We use insurance, estate, trust, foundation and tax efficient strategies to optimize after-tax return, retirement and succession planning, philanthropy, and intergenerational wealth transfer.
Our capital markets experience allowed us to work closely with thousands of corporate and institutional clients of all sizes. For business owners whose personal and business wealth are intertwined, we have the expertise to act as their "quarterback CFO" by becoming an extension of their business advisory team.
Our Educational Approach:
We believe that financial education is essential to managing and preserving a family's wealth. We have given seminars, webinars and designed educational courses for several industry organizations. We coach our clients and their families through financial independence.