The Client Experience.
We offer a boutique service experience without the boutique price
for high net worth families backed by the deep expertise and resources of BMO Financial Group
Competency, Experience & Knowledge –
over 50 years of combined experience working with Physicians, health care professionals, legal & other business professionals, Small business owners, athletes, retired and semi-retired clients and their families.
Integrated Financial Planning.
- Physicians & their families. It can certainly be said that Lou & Jeff have a tremendous specialization and focus working with Canadian physicians and their families. Given over 20 years of combined experience, working with hundreds of physicians and their families, Lou & Jeff have a unique set of skills and knowledge that is today ‘required’ to help their clients navigate taxation & financial markets towards success.
- Dentists & their families. While similar in only some ways to physicians, there are many more significant differences with Dentists. Most advisors today simply aren’t familiar with these differences and use a ‘one size fits all approach’. Financial planning, taxation and even investment attitudes often differ. Having worked with Canadian dentists for almost 20 combined years, Lou and Jeff recognize these differences and have developed many financial strategies designed specifically for dentists, both work, pre-retired and retired. “Selling your practice and contemplating retirement, can be both exciting and a daunting thought” Having worked closely with our clients to transition their practices and their lives into retirement requires a very special approach. Whether its practice valuations, or retirement modelling or planning, you can be certain that Lou & Jeff have helped their clients with their successful transition and professionally manage their wealth for a care free retirement.
- Other Professionals. Lawyers, Veterinarians, optometrists and small business owners also have unique planning needs that Lou & Jeff both have a long history of experience helping. Our motto is that each profession requires 100% dedication and customization of advice. We strive to become the experts for our clients in their specific industry. In this way, we always know we are providing the most up to date planning tools, taxation minimization techniques and investment management expertise
Your Wealth Management Company should be looking for ways to create Simplicity & Efficiency in your life. Your Financial Plan and your Investment Plan need to work together to work properly! By combining Lou’s specialization in financial planning as a CERTIFIED FINANCIAL PLANNER®, and long history of working with High Net Worth families, with Jeff’s expertise in portfolio management (CFA) ensures a truly cohesive Integrated Wealth Management offering.
- Estate planning,
- Wills & Executors
- philanthropic giving,
- Insurance analysis and strategies
- Cash Flow planning & Retirement Saving
- Net Worth Analysis
- Retirement Income planning & Tax optimization during retirement
- Education Savings
- Divorce or Separation
- Transferring your Wealth to future generations
- High Net Worth Strategies for tax optimization, wealth management and wealth transfer