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Gordon Young
Joe Quinn
Geoffrey Cardy
Meredith Roberts
Leora Epelbaum
Jelena Milivojevic

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Wealth Group

Wealth Group – Develop strategies to preserve and enhance your wealth.

  • Review shareholder structure, tax options and estate documentation
  • Align and optimize strategies to meet your business and family goals, including lifestyle, family legacy and charitable interests.
  • Increase your personal and family wealth through tax minimization strategies, income solutions and tax efficient estate preservation solutions.
  • Collaborate with your other advisors to ensure the work gets done.