Welcome

We work with clients that have sold a property/business, received an inheritance, are busy saving for retirement or just busy being retired. Our financial process allows the relationship to vary in emphasis with the particular situation of each client. In most cases however, the key areas of focus are cash flow, investment management, estate and insurance planning, retirement planning, financial decision making, and tax planning:

Leading Investment Strategy In-house portfolio research teams provide coverage of global markets and construct efficient portfolios Industry leading research from BMO Capital Markets	Comprehensive Wealth Planning Our Wealth Management Consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan
Insurance Planning Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection	Tax and Estate Planning Qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate
Banking and Lending Dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs

We listen and guide our clients on every step of the key areas to help them achieve their financial goals. Client accounts are usually a combination of RSPs, RIFs, TFSAs, Non Registered, Trust and Corporate Accounts which help us minimize taxes and ensure proper asset allocation. Timely, unbiased, expert, personal client service has been the cornerstone to our success.
 
If you are looking for straight forward, experienced, honest, simple wealth managemnt advice, then give us a call.  Click here to schedule a private consultation.