SUPPORTING YOUR FAMILY

We know you care about your family's well-being. We're thrilled when our clients reach their goals, can enjoy what they've earned, and gain peace of mind. Allow our proactive, dedicated approach and experienced processes to make a personal difference in your business planning, portfolio management, and retirement.

 
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FULLY INTEGRATED AND CUSTOMIZED

We offer a range of services to our clients including:

  • Investment and cash flow planning
  • Income tax and estate tax minimization strategies
  • Customized and separately advised portfolios
  • Business succession planning
  • Risk assessment / risk management
  • Philanthropic concerns
  • Business and stock option planning
  • Tax minimization strategies
  • In-trust accounts, RRSPs, RRIFs, RESPs, LRIFs, LIFs, joint accounts
  • Stocks, mutual funds, bonds, T-Bills, GICs
  • Flow-Through Limited Partnerships*
  • Insurance: life, critical illness, disability, health, travel
 

WHY USE AN INVESTMENT ADVISOR?

As your investment advisors, we partner with you to secure your future. We're a devoted team of experienced service and portfolio specialists creating comprehensive strategies and sophisticated solutions to high net worth individuals, families and business owners. Learn more in Value for Money.