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Nicholas Palahnuk
Nicola Grewal

Tel: 416-359-7719

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

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