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Nicholas Palahnuk
Nicola Grewal

Tel: 416-359-7719

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

Our Services

While each of our private clients have unique circumstances, the majority of our clients find that a number of our areas of expertise are relevant to their needs.

Personal Financial Advisory

  • Devising a comprehensive Financial Plan
  • Contemplating the acquisition or sale of real estate as part of a comprehensive Financial Plan
  • Understanding and advising on corporate and executive pension plans
  • Carefully strategizing the use of registered savings plans (RRSP, RRIF, LIRA, LIF, etc.)
  • Monitoring the future tax liabilities of tax deferral plans
  • Developing a Financial Plan that properly addresses wealth within personally held businesses
  • Exploring the use of family trusts and other unique planning strategies
  • Considering the use of Donor Advised Funds and private foundations
  • Reviewing personal legal documents with our in-house Trust and Estate Lawyer

Investment Management 

  • Assisting in the development of an overall net worth or corporate treasury strategy
  • Advising on and monitoring customized investment portfolios which could consist of individual equities, bonds, pooled funds, private equity, hedge funds, class funds, notes
  • Recommending and implementing, or cautioning against certain options or derivatives strategies 
  • Access to premium rate GICs and Savings Accounts from several banks, insurers and trust companies

Business Financial Advisory

  • Achieving tax efficiencies through long term planning
  • Advising on the use of holding companies
  • Taking into consideration tax benefits and consequences of asset accumulation inside corporations
  • Coordinating and working directly with existing tax accountants
  • Access to leading investment bankers throughout the world through BMO Capital Markets
  • ​Specialty services in equity and debt underwriting, corporate lending, M&A advisory, merchant banking, and securitization through BMO Capital Markets

Insurance Management 

  • Recommending and implementing, or cautioning against certain insurance strategies
  • Exploring the use of life insurance as an investment vehicle
  • Navigating insurance companies to find the right insurer for the coverage in question
  • Establishing corporate Buy Sell Agreement funding
  • Considering Key Person Insurance
  • Recommending private executive disability insurance