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Michael Hayden
Blake McLennan
Taren Carroll
Vanessa Hintze

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Wealth Planning

 

What Should You Expect from Us?

Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.  


A Full Spectrum of Advice
 
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
 
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
 
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
 
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
 
Estate Planning: An effective action plan to ensure that your wishes are secured
 
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
 

The right Investment strategies to meet your needs.



An investment advisor can help you achieve your financial goals.
Contact us today.