Investment ManagemenT    

Benefit from rigor and discipline through market

cycles with a suite of investment solutions

aligned to your goals.

• Discretionary / managed portfolios

• Full-service investment advisory

• Customized portfolios

• Self-directed investing

 Wealth Planning

Access specialized expertise to structure,
preserve and optimize your wealth.

• Retirement and cash flow planning

• Tax and estate advisory

• Business succession and family planning 

• Planning for multi-generational wealth transfer

Estates and Trusts

Access solutions for some of life’s most

significant decisions and shape your lasting

legacy.

• Professional executor and trust services

• Insurance solutions

• Agent for estate, trust and power of attorney

 Private Banking

Experience sophisticated banking expertise
and services that deliver your unique financial
vision and strategy.

• Full-service banking with a dedicated team

• Cash and liquidity solutions

• Financial fluency for the next generation