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Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.

Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.

Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.

An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.

Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.

Financial wealth involves growth, preservation, and creating a lasting legacy that will endure for generations to come. It is my passion to guide the families under my management to achieve these aspirations. The experience I bring forth as a former Commercial Banking Manager has equipped me with a unique set of skills and knowledge that sets me apart as a Sr. Private Banking Advisor.

Analyzing complex financial situations, risk management, and developing tailored financial solutions for businesses has allowed me to apply the same rigorous analysis and strategic thinking to help my Private Banking clients achieve their financial goals. I pride myself on providing exceptional customer service that goes above and beyond.

My approach is to treat each and every one of my clients like a valued member of my own family, with respect, care, and attention to their unique needs and concerns. I surround my clients with a team of specialists who tailor their approaches specific to the needs at hand. My experience, network, and commitment to delivering exceptional service helps my clients build and protect their wealth, while ensuring their legacy endures.

I developed my understanding of wealth planning by observing my grandfather’s financial acumen as he grew his own business. This experience highlighted the critical importance of succession and estate planning, shaping my approach to providing essential wealth-planning advice for clients and their families.

My process begins by discovering what matters most to you and your loved ones. Together with my team, I take the time to ask thoughtful questions and truly listen to your answers, ensuring our recommendations are tailored to your unique ambitions and goals. Once we understand your priorities, we partner with internal experts to develop a comprehensive wealth plan, delivering solutions customized for you and your family.

Outside of work, I enjoy spending time in the great Canadian outdoors—canoeing, cycling, and riding my motorcycle. I am also passionate about supporting the Canadian Cancer Society, having participated in the Terry Fox Run for the past 20 years.