To provide our clients integrated and multidisciplinary wealth management solutions, based on their unique personal, financial and family situation today and for generations to come.
We strive for excellence in everything we do for our clients and we always have their best interest at heart. Enhancing and positively impacting their lives is at the center of our approach.
As stewards to our clients, we build solid and trusting relationships focused on delivering tailored solutions to meet their personal and financial goals. With our team you will receive unparalleled guidance and tailored solutions to help simplify, consolidate and integrate every aspect of your financial future:
- Investment portfolio solutions, enhancing and protecting your hard-earned assets
- Tax efficient strategies, allowing you to keep more of your wealth
- Inter-generational transfer of wealth, using tax-efficient and financially-effective strategies
- Estate planning, planned giving, trusts and wills, leaving a lasting legacy according to your wishes
We believe in touching every aspect of our client’s financial life. As such, we provide full-service counsel to prosperous families, residing in Canadian and in the U.S., with unique wealth management needs to guide them in planning for their future and achieving their life goals and vision.
Our integrated and multi-disciplinary approach addresses all aspects of managing, protecting and transferring wealth. By following a structured approach to family wealth management, our clients are confident that they will achieve their goals and objectives safely.
We look forward to partnering with you,
Telephone: 514 286-7284
Quan Le, CFA
Telephone: 514 286-7263
A prudent wealth management approach that delivers results.