Proudly Serving High-Net-Worth Families For Over A Decade
We serve a wide range of clients at various stages on the journey to financial freedom with a minimum of $400,000 in combined investable household assets, including non-personal accounts, retirement investments, and any other long term investable assets within each household. Every situation is unique, from diverse backgrounds and upbringings to different personality types and values. We understand your needs are different and we have extensive experience serving others just like you.
Among others, our clients include:
- Medical professionals
- Business Owners / Executives
- Real Estate Agents
- Financial Professionals
- Members Of Indigenous Communities
- Government Executives
- First Nation Governments
We work with many affluent families across multiple generations helping develop strategies to organize, preserve and effectively transition family wealth.
We Want To Hear From You
Interested in a free consultation?