How We Can Help

We offer a wide range of services to help with your financial planning.

Our Approach To Wealth Management

We take the time to understand what really matters to you.

Explore your current situation

It all begins with a conversation. We will learn about you and your current financial complexities to help us customize our relationship with you.

Customize your investment program

Managing significant wealth requires us to develop a customized asset mix that mitigates risk, seizes opportunities, and minimizes taxes.

Clarify your goals & objectives

Every situation is unique. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself and your family.

Implement a holistic strategy

Activate on recommended strategies with a view of the inter-connectivity across all dimensions of your life.

Develop a comprehensive plan

Your wealth strategy will be tailored to you and your goals. We provide effective, bespoke strategies to address both long and short-term needs.

Proactively monitor & adjust

As life and family circumstances change, we work with you to identify and present all relevant scenarios before adjusting your plan.

Value of a Plan

Your comprehensive financial plan isn't just built on paper. Instead, it’s constructed through the development of a strong relationship with you, allowing us to help you fully explore financial planning options at each stage of your life.

We’ll analyze your complete financial situation and create a customized approach to help you achieve your personal and investing goals. This means answering your questions, like:

Do I have enough money to retire?

Can I reduce or defer paying taxes?

Is my family financially prepared for unforeseen events like an illness, an accident or even death?

What can I do to ensure my estate goals are satisfied?

Can I generate income from my overall investments?

We have the education, experience and knowledge to help you to make informed decisions. Good advice adds value, no matter what your age or path in life.

Solutions to Meet Your Needs

Tax-efficient Strategies

Managing cash flow efficiently

  • Cash Flow Analysis
  • Secured Lending
  • Residential Lending
  • Tax-efficient Income Planning

Optimizing your retirement

  • Customized Investment Programs
  • Portfolio Construction and Oversight
  • Total Return Strategies
  • Guaranteed Income Solutions
  • Dynamic Withdrawal Strategies

Preparing for the unexpected

  • Concentrated Holding Review
  • Income and Wealth Protection (Insurance)
  • Estate Liquidity Needs
  • Estate & Trust Advisory (Wills & POA)
  • Living Benefits (Disability, Critical Illness, Long-term Care)

Planning your major expenditures

  • Credit and Liquidity Solutions
  • Education Planning
  • Investment Property Structuring
  • Recreational Property Planning

Sharing your wealth

  • Intergenerational Wealth Planning and Transfer
  • Philanthropic Planning
  • Charitable Trusts
  • Donor Advised Funds
  • Beneficiary/Heir Financial Literacy

Maximizing your business success

  • Personal and Corporate Tax Integration
  • Optimizing Corporate Investment
  • Pre-liquidity Planning
  • Business Succession

Wealth Management Solutions

We offer a full line of financial products and services in the area of:

Tax-efficient investments*

Investment loans

Tax & estate planning

Insurance planning

Brokerage services*

Managed assets investment programs*

Philanthropic planning

* Preferred pricing available for households with $500,000 or more in investment assets.

Contact us for an appointment today

We offer a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long-term needs.