Complete wealth management for successful
mining executives, business owners, and wealthy families.
Exceptional service. Proven results.
At Alexandra Horwood & Partners, our commitment to our clients is demonstrated by our white-glove service. We are passionate about our business and treat our clients like family, dedicated to their long-term success.
Our full-service wealth management approach has been extremely successful at supporting executives and their families to lower tax bills and boost investment returns. Our core focus is on successful business owners, inheritors, mining executives and wealthy families.
“I was impressed with her approach to overall financial planning, which is comprehensive and includes a focus on tax saving strategies. This approach, combined with her knowledge and understanding of the obstacles faced by her clients makes her a great investment advisor and estate planner.”
— Chris Ferguson, Corporate Director, Internal Audit at Agnico Eagle
For all our valued clients, our holistic approach fully integrates all aspects of your financial well-being with an emphasis on tax savings and goals-based advice. Starting with a discussion of your investment needs and goals, and ending with the specialized strategies and unique advantages we provide to our clients. Then we implement this hyper-personalized investment strategy to maximize your gains while protecting your portfolio from market risk. We are your partners for the long-term, executing an investment and financial plan that will keep you on track to achieving your goals.
We rely heavily on our in-house team of estate lawyers, accountants and insurance professionals – and your own trusted team of advisors. We work closely with our clients to coach them on all facets that affect their wealth. Most important, we listen to you and together define your financial goals to ensure a successful outcome.