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Our advantage

As retirement income and strategy experts, we’ve spent 25 years guiding clients through their changing lives. We work closely with you to understand and anticipate your needs and adjust your wealth plan and investment portfolio accordingly. We approach the planning process with a snapshot of where you are today and what you envision for tomorrow.

We offer:

  • Financial and lifestyle planning – based on where you’re at in your life plan and guidance through life’s changing moments. This includes regular check-ins to make sure your plans and portfolio are on track.

  • Investment management – Access to a leading investment product shelf including alternative investments and, private placements which, allows us to ensure we work with you to find the right products to invest in, balancing your current life stage with what the markets are doing.

  • Retirement planning – Retired or working towards retirement, we are retirement transition and income specialists, we and will help match sources of income with estimated expenses. This allows you to understand your financial needs and build your best retirement lifestyle. 

  • Estate planning - We can help you transfer your wealth efficiently, considering tax implications and maximizing your gifts to heirs and causes that are important to you.  Items to consider are: How would you like to transition your wealth? What does this mean for your family? Are you considered a U.S. citizen? How does charitable giving fit within your plan? 

  • Tax optimization and minimization – With the help of our tax and estate planning experts, we will design a tax structure/strategy that allows you to keep more of what you earn and maximize growth.

  • Succession planning – Entrepreneurs and business-owning families have complex needs as they build value in their business and eventually look to retire. We make sure you reap the rewards of the time and effort you’ve invested in your business as part of your exit plan.