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Ready to take your wealth to the next level?

You’ve reached a level of success most people can only imagine – earned through hard work and perseverance. You know your finances deserve that same kind of dedication, but with accomplishment comes increasing complexity and demands on your time.

Sometimes it’s a change of scenery that helps you begin to see things in a different way.

Discover the Island Wealth Experience

The Island Wealth Experience is an exclusive one on one retreat in breathtaking Prince Edward Island – home to beautiful sandy beaches, golf courses featuring sweeping vistas and world-class culinary experiences.

Designed for affluent professionals, business owners, entrepreneurs and high net worth families with a minimum of $10 million in investable assets, the Island Wealth Experience is an immersive escape that allows you to unplug and gain new perspective as we dig deeper, dream bigger and grow your wealth.

What you can expect

During our time together, you will:

Gain clarity on your current financial situation

Discover advanced wealth management strategies to optimize your investable assets

Achieve true financial peace of mind

Benefit from innovative financial resources, visual tools and our proprietary planning process to envision your wealth over time

Partner with us to craft an all-encompassing financial plan designed to achieve your personal and professional goals

An exclusive getaway to chart your path

An elevated level of service

We know you’re looking for far more than just portfolio management. Offering expert guidance and personalized solutions to meet your specific needs, we’ll design an integrated wealth management plan that goes well beyond traditional financial advice.

And, as a full-service wealth advisory office, we can collaborate with your existing team of accountants, lawyers and other professionals to ensure alignment and identify opportunities to further maximize your assets.

We remove the complexity of managing your own wealth to give you the freedom to live the life you want.

Wealth management solutions for your needs

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Public investments

Access to a wide breadth of pension fund-level investments and debt and equity solutions that add value to your portfolio
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Private equity and debt investments

Specialized expertise and a multitude of options for highly diversified, agile and sustainable private debt and equity portfolios designed to maximize your potential return
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Insurance

Sophisticated risk management strategies to protect your income, estate and investments
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Estate planning

A comprehensive wealth strategy aligned with a meaningful legacy
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Business succession

Tactical planning to ensure a seamless transition to the next generation
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Charitable giving

A defined philanthropic approach that encompasses all facets of your wealth and reflects your wishes
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Tax planning

Smart strategies to find efficiencies and preserve more of your earnings and assets over time
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Generational planning

Long-term tactics to equip the next generation for continued success and ensure family unity

“Transitioning family wealth to the next generation has always come with its unique challenges. Perspective and introspection can be elusive. The Island Wealth experience in beautiful Prince Edward Island is more than a transformative retreat from the noise and chaos — it’s a safe harbour for families, that inspires audacious dreams.”

– Tom Deans Ph.D., Author of Every Family’s Business and Willing Wisdom

Ready to start the conversation?

Contact Us