Net worth management

Net worth management is a holistic approach that encompasses the full range of decisions your family should consider in order to protect and increase your net worth.

We inspire families to achieve what they want and to integrate solutions through our team of experts. Through personal interviews with you and your family, we will determine your family’s Wealth DNA to clarify your values, your wealth experience and your family biography. We work in collaboration with other professional advisors (tax advisors, lawyers, accountants, insurance specialists, and portfolio managers) to ensure our strategies are consistent and fully executed.


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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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July 2021
Investor Strategy: Half time with a big lead
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