Our Services
Helping high net worth investors, Business Owners, Incorporated Professionals and successful families.
| Lower Volatility Portfolios | Tax and Retirement Planning | Intergenerational Wealth Transfer |
Low Volatility Portfolios
We position o's ur portfolios for strong performance without all the traditional market risk.
Our portfolios are managed by Portfolio Manager Dustin Van Der Hout. Dustin began his career working closely with a portfolio manager legend Mario Gabelli in New York about 10 years ago. He has since carved out a niche in Canada of offering institutional type portfolios featuring strong performance without all the traditional market risk. If you prefer to grow your wealth with less traditional volatility, we can help.
Tax and Retirement Planning
We offer personalized and comprehensive planning.
As part of our full suite of services, we offer comprehensive and personalized planning along with income management during your retirement years. We have transitioned many clients into their retirement years and we are able to make the income transition easy and straight forward.
Intergenerational Wealth Transfer
Regardless of complexity or size, we can help prepare your estate to efficiently pass down assets to future generations.
Success and complexity often come hand in hand. We offer access to a group of tax and estate experts who have accumulated significant experience and wisdom helping clients prepare their estates to efficiently pass down their assets to future generations.
Learn more about this offering here.