Partner with Experience

We are a team of experienced, focused, multi-generational wealth management professionals.

We provide customized advice for a discerning group of clients who are committed to achieving their financial goals.  

Who we work with:

We work with a select group of individuals and their families through various stages of life. Our team has extensive experience dealing with personal holding companies, private corporations, complex insurance structures as well as charitable foundations and in some cases, the treasury of public corporations.

Why do business with us: 

As the world becomes more complex, so do our clients’ expectations.  Our practice is the evolution of the planned combination of two successful, forward thinking businesses.  In an industry where the sole practitioner is the norm, we believe that we are better together.

 

We work with busy, successful Canadians to position their financial affairs so they have the tax-aware and investment-savvy advice necessary to move on to the next stage of their lives. ~ We bring value to life