Who We Work With
We accept new high net worth clients almost exclusively by referral from a national network of accountants, lawyers, and other professionals as well as existing clients. We strongly believe that the "like mindedness" we discover in referrals goes a long way to building and enjoying mutually successful long term relationships - something we strive for and take pride in.
We Work With
Professionals and corporate executives who require in depth risk and tax minimization strategies, cash flow management, and estate planning. We will often assist in sorting through lucrative employee stock options, incentive pay, compliance with independence policies, and complex financial situations that Partners at accounting and law firms face.
Retirees who need income strategies, preservation of capital, estate planning, and charitable giving guidance.
Clients who have acquired significant wealth either from inheritance, selling expensive Vancouver real estate, downsizing, a company buy out, etc. We assist with setting goals and priorities, financial, estate (intergenerational wealth transfer) and tax planning, and charitable giving.
People who have worked hard and diligently saved over the years to build a substantial nest egg that needs to be managed properly.
Young professionals who often need specific counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help build a trusted network.
Clients often have numerous accounts with us that will make up their combined portfolio including RRSPs, TFSAs, RRIFs, RESPs, personal holding companies, and trusts.