Who We Work With
Our clients are professional athletes, business owners, companies and successful individuals.
We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.
Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.
High Net Worth Individual
We can assist you in preparing a financial, estate and tax plan to leave your legacy, provide options for philanthropy, regular communication and sound advice.
Do you find yourself in one of these lifestages? We offer a personalized approach to wealth planning for successful, wealthy Canadians. Call us today.