Our client service promise

Our work is grounded in strong relationships. We start by having a deep discovery session that is all about you and your family. This helps us understand your goals, the role of critical events and milestones in your life and the importance of legacy planning and lifestyle expectations for your financial vision.

We don’t only work with your own capable professionals, we also use our own fully functioning professional network board. This provides us with unsurpassed professional expertise at our fingertips, that can be fully utilized to ensure we can provide you with completely integrated solutions for your wealth. We provide great solutions for the issues that matter to you: enhancing your wealth, tax effective wealth transfer, protecting your wealth, as well as maximizing your benefits from contributing to your favorite charities. We also develop tax-effective portfolios, plan with your tax professionals to mitigate your taxes and document all your important personal and corporate tax information. Our team has access to the best third-party pension asset managers who are subject to ongoing due diligence. Our research-based portfolio solutions focus on maximizing your returns while minimizing your risk and making your portfolio resilient in times of market stress. Ongoing monitoring and communication means that as markets or personal circumstances change, we work with you to keep you informed of all recommendations that would benefit your overall comprehensive wealth strategy.

Our dedicated team offers more than 50 years of combined experience. We provide quarterly market updates, monthly and quarterly portfolio statements and daily online access. Our regular portfolio reviews and annual planning sessions are designed to keep you and your family informed and educated about the management and performance of your wealth. We take pride in our reputation as a caring, hard-working, experienced and dedicated team. We do all of this with passion and meticulous adherence to professional standards and expertise.

Our services are best suited for clients with a minimum of $5 million in investible assets.
 

Learn about our promise to our clients and ongoing service commitments.