Wealth Planning

Knowing where you want to be is important. Knowing how to get there is critical.

We help you pursue all of your financial goals to help you live the life you envision — today and tomorrow. What drives this approach is the plan we create together. We provide your family a wealth management experience that is both comprehensive and personalized to meet your individual needs.

Working closely with your trusted professionals, such as accountants and lawyers, we encourage a multi-disciplined team to deal with the various aspects of your financial lives.

Retirement Planning

There are many factors to consider to ensure you don't outlive your capital – from your age of retirement to your sources of income to your desired lifestyle. Our comprehensive retirement plans bring clarity to this important phase of your life.

Estate Planning

Every family is unique, and so is every legacy. Working with your trusted professionals and family members, we help you develop an Estate Plan that reflects and honours your life, while providing certainty for distribution of your legacy.

Business Succession Planning

Retirement for business owners presents unique challenges. Whether you want to sell your business, transfer your business to your family, or evolve into a new role within your business, having a realistic plan in place is critical.

Philanthropic Endeavours

Deciding you want to give back is easy. Determining how you want to do it is more complex. We will help you define your philanthropic style and prioritize your causes so you can give intentionally and maximize your impact, now and for generations to come.

Institutional Consulting

Many of our team members have extensive experience working with institutional investors. Each of these relationships is highly customized, and could include portfolio design, manager due diligence and performance monitoring.

Insurance Planning

We conduct insurance policy reviews and evaluation, and draw on an unparalleled selection of solutions and products to structure programs. Our solutions can provide immediate liquidity for an estate tax need, to protect a business, replace an income in the event of death or disability, and more. Complex case planning involves a deep knowledge of corporate structures, taxation, life insurance capabilities and challenging medical or circumstantial underwriting capabilities – we have you covered.

Ensure you are building on a solid
foundation for your future.

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