Conversations on wealth: Podcast

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Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.


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Tax & Estate Planning


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

2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

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Market research


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

17 January 2022
What is wrong with gold?
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10 January 2022
How does a bull run end?
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January 2022
2021 Recap and 2022 Market Outlook
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This is your time. Spend it well. 

You’ve worked hard to build your wealth, and now’s the time to enjoy it. Our team offers exceptional discretionary money management for affluent Canadian families. Drawing on extensive experience, we offer the best in wealth management, estate and retirement planning services to fulfill all your financial stewardship needs. 

Our conservative approach and commitment to capital preservation and long-term growth provides our clients with complete peace of mind. Individualised planning means that we develop a tailored strategy to reduce your taxes, grow your wealth in all market conditions, and devise a wealth plan to help you preserve your legacy and achieve your goals. All of this for a single fee — no surprises, ever.

Please contact us to discover for yourself why our clients and their families continue to place their trust in us year after year. Make the most of your retirement safe in the knowledge that not only is your wealth being protected — it’s working for you.