What We Do: We help affluent families achieve their lifetime goals with our disciplined investment approach and our focus on tax-minimization strategies.
Who We Help: We have extensive experience providing the multitude of financial, investment and estate planning services that business owners, professionals, senior executives, retirees and the nearly-retired need to organize and simplify their lives.
Sudden Wealth: We also understand and serve the unique financial, emotional and inter-personal challenges faced by individuals who have received large financial windfalls, whether from an inheritance, a divorce or insurance settlement, widowhood, the sale of a business or property, an employment severance package or a lucky lottery win.
How We Do It: We expertly guide our clients through all aspects of wealth management and estate planning, including financial planning, tax planning, investment portfolio management and insurance-based solutions.
Our affiliation with CIBC and our access to key people in the broader financial and business communities allows us to draw on the expertise and knowledge of a wide range of established professionals, to make educated decisions and provide customized solutions for our clients.
We ensure that it all fits together in a tax-efficient manner that properly reflects their wishes and goals.