979 Bank Street, 6th Floor
Whether you are looking for the growth potential of equities, the safety of fixed income or the broad diversification of managed funds and portfolio solutions, we put a world of investment solutions at your fingertips.Financial and Retirement Planning
Achieving your retirement goals doesn’t just happen – it takes careful planning and execution. We use sophisticated financial planning software to create your net worth and cashflow statements, analyze your investments and define critical retirement and estate planning issues. This information helps you paint a more realistic picture of your lifestyle as you transition to retirement. We guide you through a financial planning process that is designed to help make your personal, family and financial goals a reality.Estate & Tax Planning
An estate plan is a key component of your overall wealth management strategy. With planning, you can maximize the value of your estate, minimize taxes, have control over how your estate is distributed and help avoid conflict among your beneficiaries. We can help identify estate planning opportunities and issues, advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan.Insurance
Asset preservation is an integral component of any financial plan, and there are a variety of insurance strategies that can help you meet this goal throughout your life. We can recommend insurance solutions that will complement your overall wealth management plan and provide greater peace of mind.
If you own a business, it may be your single most valuable asset. As such, planning the succession of your business can be a very significant part of your overall wealth management strategy. Proper planning can ensure the ongoing stewardship of the business you have worked so hard to build, while ensuring long-term financial security for you and your family.