Welcome
Investing with Strategy and Purpose
We apply a personalized, goal-centered approach for managing the wealth of affluent families. This approach is designed to help navigate an increasingly complex financial and economic environment, and is based on a foundation of integrity, transparency, and family values. We are committed to building long-lasting relationships with our clients.
Guidance and Solutions
-
When can I retire and how much can I afford to spend in retirement?
-
When should I start drawing from the Canadian Pension Plan?
-
Is my family protected in the event of an unexpected death?
-
Is it better to focus on paying down the mortgage or adding to our investments?
-
Is there a way to ensure that my money is invested ethically, according to my values?
-
What is the best way to structure my estate to minimize taxes?
-
Should we consider a trust in our wills?
We address your questions using a holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.