Discovery

We understand that every person’s financial journey is unique. We take the time to get to know you and your family to uncover what is important to you and to help define your goals.

Investment Plan

Creating an investment plan involves more than just choosing a few stocks. Open architecture allows us to curate a portfolio of best-in-class managers to meet your unique needs and goals. We also offer our clients exclusive access to alternative investment opportunities that provide enhanced returns without the need to assume excess risk.

Financial Plan

The key to a successful retirement is good planning. In collaboration with our Financial Planning Specialists, we create holistic financial plans for our clients. Our comprehensive plans not only cover income requirements but also retirement, business succession, risk mitigation, tax optimization, charitable giving and estate planning.

Estate & Succession Planning

A well thought out estate plan can help you build wealth and protect your assets. We partner with our Estate Planning Specialists to create a plan for you that minimizes taxation on the transfer of wealth to the next generation, provides for loved ones, meets your charitable giving wishes, and helps define a legacy for you and your family.

Risk Management Review

We work with our Insurance Planning Specialists to review your current insurance coverage and discuss insurance planning opportunities (Term, Whole Life, Universal Life, Segregated Funds etc.) to help mitigate taxes and to transition wealth efficiently to the next generation.

Ongoing Reviews & Maintenance

Communication is key to any business relationship. We hold semi-annual reviews and quarterly phone calls with our clients to answer questions, review portfolio performance, share market insights, and most importantly, learn about any life events that could warrant a change to the portfolio or financial plan. We also host exclusive client events with industry professionals so that clients can learn first-hand about portfolio opportunities or expectations for market performance.