We offer a range of customized solutions that cover all financial aspects of your life and wealth management:

 

• Financial planning
• Portfolio management
• Estate planning
• Insurance
• Business succession planning
• Charitable giving

 

Financial planning

Financial planning helps you set specific targets and establish the means to achieve them. We have the expertise and tools to develop your personal plan, which will evolve based on your priorities.

 

Portfolio management

Our team offers outstanding portfolio management services. Your investment portfolio is built based on your personal circumstances, performance objectives and risk tolerance. We will actively manage your portfolio and rebalance it based on market movements. We take a long-term view and select only high-quality securities.

 

Estate planning

We can prepare an estate plan to ensure the smooth transfer of your wealth to your family members, based on your values and goals. We provide advice on issues such as lowering the tax bill, mitigating the impacts of market risks and potential family conflicts, now and after the estate is settled.

Insurance

We offer insurance strategies and solutions to protect your estate, while minimizing the tax bill. Insurance solutions are the most effective way to ensure that your estate will be used the way you planned – to support your way of life and that of your family, and to provide funds when they are needed.

 

Business succession planning

You have worked hard to build your business. Together we can develop a succession plan that sets out how, when and to whom your business will be transferred. Our experienced team will help you understand your options and implement an effective strategy by working with other members of your team and your trusted professionals (accountants, lawyers, tax professionals, etc.).

 

Charitable giving

We are at your service to meet all your philanthropic needs.

We can help you develop a strategy to support one or more organizations, while minimizing your tax obligations and improving your overall estate plan. Donations can include cash, securities or proceeds from a life insurance policy.