Our services

 

ALL OUR CLIENTS RECEIVE GOLD-STANDARD SERVICE

Clients who invest $2,000,000+ receive our core services:

• Our full-service wealth management model, which brings you constant access to your preferred professionals, your tax accountant, lawyer, insurance expert and others, to deliver the best possible comprehensive financial advice
• Our one-stop-shop that supports you to achieve your financial goals through strategic offerings from Canada to across the globe
• Best-of-the-best investments, carefully researched and selected from a wide universe of options
• An integrated tax and investment plan
• Strategies to lower your tax bill plan, implementation, and communication with your tax accountant and specialists
• Action and accountability at tax time: we deliver hyper-personalized tax checklists and reports of realized gains and losses, t-slips, foreign asset holdings, RRSP contribution receipts, and annual inclusive cost summaries, etc.
• Educational and premium client appreciation events
• Facilitating international wire transfers in different currencies
• Needs analysis and insurance reviews
• Competitive currency exchange
• Strategic philanthropy: donation of flow through shares, appreciated securities, stock options, stewardship of Foundations, and more
• Monthly progress reviews through the onboarding and consolidation process
• Annual face-to-face or virtual wealth management progress review
• 24-hour response to phone calls and emails
• Specialized services and reporting for US persons
• Facilitation of the separation of assets during marital breakdown
• Personalized corporate and business investment, tax and estate planning and restructuring
• Tax and estate planning, retirement projections completed by our team’s Certified Financial Planner, review and summary of your benefits plan and will
• Exercising stock options as required
• Highly competitive 1% annual cost, tax-deductible in non-registered accounts

PREFERRED CLIENTS RECEIVE ADDED ADVANTAGES

Clients who invest over $5 million with us receive all of our core services plus:

• Top-priority service with immediate response time to phone calls, emails and mail with value added tax reporting
• Access to our in-house tax and estate planning team, including estate consultations and wealth plans
• Coordination and facilitation of family meetings to discuss tax and estate planning and family run businesses
• Strategic philanthropy: creation of, and ongoing stewardship, through Donor Advised Funds
• Quarterly virtual or phone wealth management progress review
• Payment and coordination of tax installments
• Succession planning and intergenerational wealth transfer, mentoring, and coaching of family members
• One-on-one introductions to Canada’s award-winning investment managers
• Highly competitive 1% annual cost, tax-deductible in non-registered accounts