Do I Qualify?
Our service is available to a limited number of clients located throughout Canada and the United States. Based on the size of your portfolio and the complexity of your financial situation, our team can offer a dedicated approach that is most appropriate for you.
$200,000 to $500,000
Your wealth advisor will work with you over the phone or via web-based conferencing, providing face-to-face meetings as needed.
$500,000 to $10 million
Your personal portfolio manager and wealth advisory team provide face-to-face comprehensive planning on an ongoing basis.
$10 million to $100 million and up
For individuals with particularly complex financial and estate considerations, our Private Client Group provides the highest level of expertise and knowledge.