1815 Queen St. E
For over 20 years, my team has been working with a wide variety of private clients to help them manage and plan their wealth effectively in the areas of:
❯ Portfolio management
❯ Tax optimization
❯ Estate & succession planning
The majority of my clients are families, although my team also works with stand-alone trusts, corporations, and pension plans.
Whether you are an individual, family, or business - you can always expect my team to provide the highest level of service and professional advice, backed by strong credentials and decades of experience.
Philip Burton, CFP® CIM FCSI