Integrated Wealth Management

Wealth management creates value that goes beyond your assets. Our integrated, personalized approach allows you to ensure financial well-being for yourself and your family.


Investment Management 

Investor profile and risk tolerance
Return objective
Asset allocation and portfolio management 
Real estate assets
Liquidity management 

Financial Planning

Analysis of current and future income needs
Projects an financial objectives
Insurance coverage
Retirement scenarios and disbursement strategy
Periodic financial plan reviews

Tax Planning

Review of capital gains/losses
Optimization of deductions
Deferred income strategy and tax shelters
Income splitting
Donation plan

Estate Planning

Will and incapacity mandate
Insurance strategy
Business succession plan
Strategy to minimize tax and legal burden upon death
Management of all estate accounts