The Services We Provide
Our team's depth of expertise across a variety of specializations means that your Wealth Plan has no blind spots. Every Wealth Plan has a full team of highly credentialed experts standing behind it, helping you achieve the goals and objectives that are most important to you and your family:
Portfolio Management
Management of personal, corporate, and trust assets at the highest level on a discretionary basis. Our uncompromising blue chip approach is designed for clients who prioritize quality and preservation of capital for their wealth accounts.
Wealth & Retirement Planning
Our team brings decades of experience in constructing and maintaining Wealth Plans for clients. Plans are updated annually using industry leading tools, and each plan is individually tailored by an experienced Certified Financial Planner.
Tax Planning & Optimization
Optimizing taxes is a key component in the successful execution of portfolio management and wealth planning. For this reason, our team includes a full compliment of highly credentialed tax experts to ensure every client experience is maximized for efficiency.
Estate & Insurance Advisory
Our team is licensed to advise on and help execute simple or complex estate and insurance planning - in testamentary and also inter-vivos capacities. Our priority is protecting your family and ensuring your legacy.
Private banking Solutions
Our team works closely with BMO Private Bank to provide solutions to our clients. BMO Private Bank was named best private bank in Canada for the 13th year in a row (2023), by World Finance Magazine.
Philanthropy
Charitable giving is a natural extension of the planning process for many successful businesses and individuals. Our team has access to a full compliment of highly skilled philanthropic planning specialists.
Our team has been providing Wealth Planning in the above services at the highest level for over 25 years.