We are the trusted advisors to several affluent, multigenerational families who have complex and evolving needs. Many of our family relationships encompass four generations. Their asset management, estate planning dynamics, and ongoing financial decisions are interrelated and impact the parents, children, grandchildren, and great-grandchildren.

We help by delivering sensitive solutions that often involve advanced tax planning to maximize after-tax returns, complex estate plans that may include sophisticated strategies to transfer wealth between generations, trusts, and philanthropic solutions that help families to benefit their chosen charities while minimizing tax.


The key to our success in these relationships has been our:

  • Ability to build deep trust and forge lasting relationships with all generations
  • Prudent risk management
  • Astute wealth preservation
  • Tax-efficient strategies


We will work closely with you to:

  • Ensure your wills are updated and that trusts are in place to direct your wealth when complex family circumstances call for them.
  • Work with your accountant to structure your holdings tax-efficiently to minimize the presence of the Canada Revenue Agency in your life and reserve your assets for your offspring.
  • Begin a relationship with your sons or daughters and learn their goals for the future.
    • Open an account for them when they are ready, provide recommendations, and educate them on the fundamentals of investing and wealth planning, keeping the experience light and enjoyable.
    • Extend the same asset management fee to the entire household, to help your loved ones begin to invest and plan to achieve major goals.
    • Explain why certain investment ideas that intrigue them could be risky or ill-advised.
    • Help your young people to move forward with informed decisions based on sound investing principles.