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Your aspirations are unique. At Sim Shyry Financial Group, we take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy. 
With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask us how we can help set your ambitions in motion.

Our integrated approach is built around four key pillars. It all starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services.

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

• Discretionary and managed portfolios
• Full-service investment advisory
• Exclusive and customized capital markets solutions
• Cross-border investment counsel
• Self-directed investing

Private banking

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

• Full-service banking with a dedicated team
• Multi-currency credit solutions
• Cash and liquidity solutions
• Cross-border banking solutions
• Financial fluency for the next generation

Wealth planning

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

• Retirement and cash flow planning
• Tax and estate advisory
• Strategic philanthropy
• Business succession and family enterprise planning
• Planning for multi-generational wealth transfer

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

• Professional executor and trust administration
• Executor and power of attorney appointments
• Agent for estate, trust and power of attorney
• Insurance counsel and solutions