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.
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.